Dynasty Wealth Management »

CenterPoint Energy shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of CenterPoint Energy (CNP) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in CenterPoint Energy

Tip: Access up to 7 years of quarterly data

All positions including CenterPoint Energy held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in CenterPoint Energy by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $516k 17k 30.98
2024-03-31 $432k 15k 28.49

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Dynasty Wealth Management

Top funds holding CenterPoint Energy

Vanguard Group
BlackRock
T. Rowe Price Investment Management
State Street Corporation
Neuberger Berman Group
Geode Capital Management
Deutsche Bank Aktiengesellschaft
T. Rowe Price Associates
Invesco
Morgan Stanley
Jennison Associates
Alliancebernstein
Citadel Advisors
Franklin Resources
Massachusetts Financial Services

View all funds holding CenterPoint Energy