Latest Institutional Transactions on Centerpoint Energy Inc (CNP)
This table provides information on the latest institutional transactions involving Centerpoint Energy Inc (CNP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 6.92% |
$340 - $399
|
148
$5.59K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-346- 3.81% |
$10.7K - $12.5K
|
8.73K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.26KNew |
$193K - $227K
|
6.26K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.07K- 17.4% |
$64K - $75.1K
|
9.84K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-877- 19.07% |
$27.1K - $31.8K
|
3.72K
$141K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.06K- 0.75% |
$32.6K - $38.3K
|
140K
$5.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$926 - $1.09K
|
30
$1.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
127+ 1.58% |
$3.92K - $4.6K
|
8.15K
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 300.0% |
$1.02K - $1.2K
|
44
$1.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.65KNew |
$236K - $277K
|
7.65K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.74KNew |
$239K - $280K
|
7.74K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-37.5K- 26.6% |
$1.16M - $1.36M
|
104K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6KNew |
$185K - $218K
|
6K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$247 - $290
|
8
$302
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-587- 47.45% |
$18.1K - $21.3K
|
650
$24.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 0.29% |
$30.9 - $36.3
|
341
$12.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-879- 4.03% |
$27.1K - $31.9K
|
21K
$791K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 17.24% |
$7.72K - $9.06K
|
1.2K
$45.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
17.8KNew |
$549K - $645K
|
17.8K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
78.2KNew |
$2.41M - $2.83M
|
78.2K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.8KNew |
$333K - $391K
|
10.8K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.79KNew |
$179K - $210K
|
5.79K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-38.1K- 15.04% |
$1.18M - $1.38M
|
215K
$8.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.63% |
$1.42K - $1.67K
|
7.37K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
268+ 893.33% |
$8.27K - $9.72K
|
298
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.14K- 3.55% |
$97.1K - $114K
|
85.4K
$3.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
680New |
$21K - $24.7K
|
680
$25.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$123 - $145
|
4
$151
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 5.26% |
$30.9 - $36.3
|
20
$755
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14New |
$432 - $508
|
14
$529
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 0.78% |
$4.63K - $5.44K
|
19.4K
$731K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 14.39% |
$617 - $725
|
159
$6K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
691+ 201.46% |
$21.3K - $25K
|
1.03K
$39K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-438- 3.18% |
$13.5K - $15.9K
|
13.3K
$503K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-8- 38.1% |
$247 - $290
|
13
$491
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.74KNew |
$177K - $208K
|
5.74K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 4.88% |
$1.23K - $1.45K
|
859
$32.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$92.6 - $109
|
3
$113
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
39+ 243.75% |
$1.2K - $1.41K
|
55
$2.08K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.78M- 10.88% |
$50.8M - $58M
|
14.5M
$549M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 22.3% |
$437K - $500K
|
53.3K
$2.01M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-109K- 8.23% |
$3.12M - $3.56M
|
1.22M
$45.9M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
8New |
$229 - $261
|
8
$302
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4.33KNew |
$124K - $141K
|
4.33K
$163K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
15New |
$429 - $490
|
15
$566
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 76.92% |
$286 - $327
|
23
$868
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
200New |
$5.72K - $6.53K
|
200
$7.55K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-430K- 15.42% |
$12.3M - $14M
|
2.36M
$89M
|
|