Purchases and Sales Made in Q1 2024 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q1 2024. The information is specifically focused on institutions that hold shares of CENTERPOINT ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 0.4% |
$190 - $206
|
1.76K
$66.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$136 - $147
|
5
$189
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$136 - $147
|
5
$189
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.52% |
$109 - $118
|
777
$29.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4New |
$109 - $118
|
4
$151
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.04% |
$109 - $118
|
10.4K
$393K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3New |
$81.4 - $88.2
|
3
$113
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 3.77% |
$54.3 - $58.8
|
55
$2.08K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
1+ 0.01% |
$27.1 - $29.4
|
8.58K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.44% |
$27.1 - $29.4
|
229
$8.65K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.0% |
$27.1 - $29.4
|
51.2K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$27.1 - $29.4
|
10
$378
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$27.1 - $29.4
|
1
$37.8
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 13.33% |
$54.3 - $58.8
|
13
$491
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$81.4 - $88.2
|
7.37K
$278K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-7- 0.16% |
$190 - $206
|
4.25K
$161K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 3.14% |
$244 - $265
|
278
$10.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9- 0.52% |
$244 - $265
|
1.72K
$64.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.17% |
$326 - $353
|
7.24K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15- 0.21% |
$407 - $441
|
7.03K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-16- 4.26% |
$434 - $471
|
360
$13.6K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-17- 0.11% |
$461 - $500
|
14.9K
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 26.6% |
$679 - $735
|
69
$2.61K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-30- 0.26% |
$814 - $882
|
11.5K
$432K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-30- 96.77% |
$814 - $882
|
1
$37.8
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-30- 1.18% |
$814 - $882
|
2.51K
$94.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-35- 3.1% |
$950 - $1.03K
|
1.09K
$41.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-37- 1.77% |
$1K - $1.09K
|
2.06K
$77.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 10.81% |
$1.09K - $1.18K
|
330
$12.5K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 1.75% |
$1.3K - $1.41K
|
2.69K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-49- 16.07% |
$1.33K - $1.44K
|
256
$9.67K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-52- 8.28% |
$1.41K - $1.53K
|
576
$21.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53- 5.93% |
$1.44K - $1.56K
|
841
$31.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-57- 2.9% |
$1.55K - $1.68K
|
1.91K
$72.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-60- 0.16% |
$1.63K - $1.76K
|
36.4K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-62- 12.11% |
$1.68K - $1.82K
|
450
$17K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65- 0.49% |
$1.76K - $1.91K
|
13.2K
$499K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-65- 12.4% |
$1.76K - $1.91K
|
459
$17.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68- 13.49% |
$1.85K - $2K
|
436
$16.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 6.43% |
$2.33K - $2.53K
|
1.25K
$47.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-90- 0.32% |
$2.44K - $2.65K
|
28.1K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-96- 9.35% |
$2.61K - $2.82K
|
931
$35.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-98- 13.21% |
$2.66K - $2.88K
|
644
$24.3K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-100- 1.16% |
$2.71K - $2.94K
|
8.54K
$322K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-100- 0.79% |
$2.71K - $2.94K
|
12.6K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.09% |
$2.71K - $2.94K
|
109K
$4.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-101- 1.03% |
$2.74K - $2.97K
|
9.69K
$366K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-103- 1.44% |
$2.8K - $3.03K
|
7.04K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-109- 2.92% |
$2.96K - $3.21K
|
3.63K
$137K
|