CenterPoint Energy shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of CenterPoint Energy (CNP) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in CenterPoint Energy
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Quarterly reported holdings in CenterPoint Energy by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $91k | 2.1k | 42.90 |
| 2025-12-31 | $4.0k | 115 | 34.78 |
| 2025-09-30 | $4.0k | 116 | 34.48 |
| 2025-06-30 | $2.0k | 74 | 27.03 |
| 2024-12-31 | $1.0k | 47 | 21.28 |
| 2024-09-30 | $1.0k | 38 | 26.32 |
| 2024-06-30 | $1.0k | 38 | 26.32 |
| 2024-03-31 | $2.0k | 38 | 52.63 |
| 2023-12-31 | $1.0k | 38 | 26.32 |
| 2023-09-30 | $0 | 34 | 0.00 |
| 2023-06-30 | $0 | 34 | 0.00 |
| 2020-12-31 | $26k | 1.2k | 22.03 |
| 2020-09-30 | $23k | 1.2k | 19.62 |
| 2020-06-30 | $22k | 1.2k | 18.92 |
| 2020-03-31 | $18k | 1.2k | 15.60 |
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