Purchases and Sales Made in Q1 2025 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q1 2025. 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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
864+ 6.48% |
$26.7K - $31.3K
|
14.2K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
839+ 5.88% |
$25.9K - $30.4K
|
15.1K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
833+ 63.93% |
$25.7K - $30.2K
|
2.14K
$80.7K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
827+ 12.46% |
$25.5K - $30K
|
7.47K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
812+ 4.48% |
$25.1K - $29.4K
|
19K
$716K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
802+ 4.95% |
$24.8K - $29.1K
|
17K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
793+ 12.02% |
$24.5K - $28.7K
|
7.39K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
792+ 0.31% |
$24.4K - $28.7K
|
253K
$9.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
750New |
$23.2K - $27.2K
|
750
$28.3K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
729+ 7.28% |
$22.5K - $26.4K
|
10.7K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
720+ 1.36% |
$22.2K - $26.1K
|
53.8K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
700New |
$21.6K - $25.4K
|
700
$26.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
691+ 201.46% |
$21.3K - $25K
|
1.03K
$39K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
680New |
$21K - $24.7K
|
680
$25.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
640New |
$19.8K - $23.2K
|
640
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
597+ 4.45% |
$18.4K - $21.6K
|
14K
$529K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
539+ 107.8% |
$16.6K - $19.5K
|
1.04K
$39.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
535+ 58.03% |
$16.5K - $19.4K
|
1.46K
$55K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
534+ 8.31% |
$16.5K - $19.4K
|
6.96K
$263K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
509+ 1.04% |
$15.7K - $18.5K
|
49.6K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
489+ 2.4% |
$15.1K - $17.7K
|
20.8K
$787K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
478+ 11.08% |
$14.8K - $17.3K
|
4.79K
$181K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
478+ 19.31% |
$14.8K - $17.3K
|
2.95K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
440+ 4.93% |
$13.6K - $16K
|
9.36K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
427New |
$13.2K - $15.5K
|
427
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
404New |
$12.5K - $14.6K
|
404
$15.3K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
392+ 5.45% |
$12.1K - $14.2K
|
7.58K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
383+ 69.89% |
$11.8K - $13.9K
|
931
$35.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
362+ 2.71% |
$11.2K - $13.1K
|
13.7K
$518K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
329New |
$10.2K - $11.9K
|
329
$12.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
304+ 17.78% |
$9.38K - $11K
|
2.01K
$76K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
300+ 1.65% |
$9.26K - $10.9K
|
18.4K
$696K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
300New |
$9.26K - $10.9K
|
300
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300New |
$9.26K - $10.9K
|
300
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
296+ 4.56% |
$9.14K - $10.7K
|
6.78K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
294+ 1.49% |
$9.08K - $10.7K
|
20K
$756K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
293+ 21.54% |
$9.04K - $10.6K
|
1.65K
$62.4K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
268+ 893.33% |
$8.27K - $9.72K
|
298
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
256New |
$7.9K - $9.28K
|
256
$9.67K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
254+ 5.76% |
$7.84K - $9.21K
|
4.67K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
250New |
$7.72K - $9.06K
|
250
$9.44K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
250+ 1.55% |
$7.72K - $9.06K
|
16.4K
$619K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
245+ 45.12% |
$7.56K - $8.88K
|
788
$29.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
231+ 19.64% |
$7.13K - $8.37K
|
1.41K
$53.1K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
225New |
$6.95K - $8.16K
|
225
$8.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
223New |
$6.88K - $8.08K
|
223
$8.42K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
205+ 18.91% |
$6.33K - $7.43K
|
1.29K
$48.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
203+ 86.75% |
$6.27K - $7.36K
|
437
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
198+ 0.05% |
$6.11K - $7.18K
|
416K
$15.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
191+ 341.07% |
$5.9K - $6.92K
|
247
$9.33K
|