CenterPoint Energy shares owned by Forum Financial Management
Quarter-by-quarter ownership of CenterPoint Energy (CNP) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in CenterPoint Energy
Tip: Access up to 7 years of quarterly data
All positions including CenterPoint Energy held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in CenterPoint Energy by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 70k | 38.80 |
| 2025-06-30 | $2.6M | 70k | 36.74 |
| 2025-03-31 | $2.5M | 70k | 36.23 |
| 2024-12-31 | $2.2M | 70k | 31.73 |
| 2024-09-30 | $2.1M | 70k | 29.42 |
| 2024-06-30 | $2.2M | 70k | 30.98 |
| 2024-03-31 | $2.0M | 70k | 28.49 |
| 2023-12-31 | $2.0M | 70k | 28.57 |
| 2023-09-30 | $1.9M | 70k | 26.85 |
| 2023-06-30 | $2.0M | 70k | 29.15 |
| 2023-03-31 | $2.1M | 70k | 29.46 |
| 2022-12-31 | $2.1M | 70k | 29.99 |
More positions owned by Forum Financial Management
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