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CenterPoint Energy shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in CenterPoint Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in CenterPoint Energy by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 750 38.80
2025-06-30 $28k 750 36.74
2025-03-31 $27k 750 36.23

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View all positions for Smallwood Wealth Investment Management

Top funds holding CenterPoint Energy

Capital Research and Management Company - Division 3
Vanguard Group
BlackRock
T. Rowe Price Investment Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Robeco Investment Management
Deutsche Bank Aktiengesellschaft
FMR
Neuberger Berman Group
Invesco
Pictet Asset Management Holding SA
Morgan Stanley
W. H. Reaves & Co

View all funds holding CenterPoint Energy