CenterPoint Energy shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of CenterPoint Energy (CNP) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in CenterPoint Energy
Tip: Access up to 7 years of quarterly data
All positions including CenterPoint Energy held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in CenterPoint Energy by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 8.6k | 39.46 |
| 2025-06-30 | $324k | 9.0k | 35.80 |
| 2025-03-31 | $337k | 9.2k | 36.58 |
| 2024-12-31 | $281k | 9.0k | 31.18 |
| 2024-09-30 | $277k | 9.2k | 30.11 |
| 2024-06-30 | $279k | 9.4k | 29.59 |
| 2024-03-31 | $264k | 9.7k | 27.22 |
| 2023-12-31 | $272k | 9.8k | 27.77 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners