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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
188+ 2.08% |
$5.8K - $6.82K
|
9.21K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
186+ 8.62% |
$5.74K - $6.74K
|
2.34K
$88.5K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
183+ 1.32% |
$5.65K - $6.63K
|
14.1K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
178+ 6.86% |
$5.49K - $6.45K
|
2.77K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
174New |
$5.37K - $6.31K
|
174
$6.57K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
167New |
$5.16K - $6.05K
|
167
$6.31K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 0.78% |
$4.63K - $5.44K
|
19.4K
$731K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
132+ 2.79% |
$4.07K - $4.79K
|
4.86K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
130+ 0.23% |
$4.01K - $4.71K
|
56K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
130+ 43.48% |
$4.01K - $4.71K
|
429
$16.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
127+ 1.58% |
$3.92K - $4.6K
|
8.15K
$308K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
127+ 9.12% |
$3.92K - $4.6K
|
1.52K
$57.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
120+ 1.21% |
$3.7K - $4.35K
|
10K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
114New |
$3.52K - $4.13K
|
114
$4.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
108+ 1.13% |
$3.33K - $3.92K
|
9.68K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 16.06% |
$3.24K - $3.81K
|
759
$28.7K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
99New |
$3.06K - $3.59K
|
99
$3.74K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
92+ 0.53% |
$2.84K - $3.34K
|
17.3K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83New |
$2.56K - $3.01K
|
83
$3.13K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
81New |
$2.5K - $2.94K
|
81
$3.06K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
76+ 15.2% |
$2.35K - $2.76K
|
576
$21.7K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
73+ 228.13% |
$2.25K - $2.65K
|
105
$3.96K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
69+ 5.45% |
$2.13K - $2.5K
|
1.33K
$50.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
56New |
$1.73K - $2.03K
|
56
$2.11K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
54+ 0.27% |
$1.67K - $1.96K
|
20.1K
$760K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
51+ 13.6% |
$1.57K - $1.85K
|
426
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
46New |
$1.42K - $1.67K
|
46
$1.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.63% |
$1.42K - $1.67K
|
7.37K
$278K
|
|
|
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
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
39+ 243.75% |
$1.2K - $1.41K
|
55
$2.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
38+ 2.3% |
$1.17K - $1.38K
|
1.69K
$63.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
36+ 0.17% |
$1.11K - $1.31K
|
20.7K
$783K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
36+ 0.15% |
$1.11K - $1.31K
|
24.2K
$915K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 300.0% |
$1.02K - $1.2K
|
44
$1.66K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
31New |
$957 - $1.12K
|
31
$1.17K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$926 - $1.09K
|
30
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
28+ 0.21% |
$864 - $1.02K
|
13.6K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 84.85% |
$864 - $1.02K
|
61
$2.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 9.0% |
$833 - $979
|
327
$12.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
25+ 0.36% |
$772 - $906
|
6.98K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
23+ 2300.0% |
$710 - $834
|
24
$906
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 14.39% |
$617 - $725
|
159
$6K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20+ 1.7% |
$617 - $725
|
1.2K
$45.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.2% |
$587 - $689
|
9.65K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18+ 2.86% |
$556 - $653
|
648
$24.5K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$525 - $616
|
17
$642
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 1.3% |
$432 - $508
|
1.09K
$41.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14New |
$432 - $508
|
14
$529
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
11New |
$340 - $399
|
11
$415
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
10New |
$309 - $363
|
10
$378
|