Purchases and Sales Made in Q2 2025 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
114+ 7.5% |
$4.05K - $4.45K
|
1.63K
$61.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
108+ 6.41% |
$3.83K - $4.22K
|
1.79K
$67.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
54+ 3.2% |
$1.92K - $2.11K
|
1.74K
$65.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 2.16% |
$1.63K - $1.8K
|
2.18K
$82.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
39+ 26.0% |
$1.38K - $1.52K
|
189
$7.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
39+ 162.5% |
$1.38K - $1.52K
|
63
$2.38K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
34+ 2.33% |
$1.21K - $1.33K
|
1.49K
$56.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
27New |
$959 - $1.05K
|
27
$1.02K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
25+ 0.45% |
$888 - $976
|
5.57K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
24+ 0.34% |
$852 - $937
|
7K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18New |
$639 - $703
|
18
$681
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13+ 0.1% |
$462 - $508
|
12.8K
$484K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
12+ 120.0% |
$426 - $469
|
22
$832
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
12New |
$426 - $469
|
12
$454
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.04% |
$213 - $234
|
13.6K
$516K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.22% |
$142 - $156
|
331
$12.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.63% |
$71 - $78.1
|
319
$12.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.22% |
$35.5 - $39.1
|
448
$17K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1+ 0.02% |
$35.5 - $39.1
|
6.34K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 0.54% |
$107 - $117
|
548
$20.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-7- 0.09% |
$249 - $273
|
7.39K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-18- 0.3% |
$639 - $703
|
5.99K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 39.29% |
$781 - $859
|
34
$1.29K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-57- 0.35% |
$2.02K - $2.23K
|
16.3K
$618K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-69- 5.17% |
$2.45K - $2.69K
|
1.27K
$47.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-84- 1.45% |
$2.98K - $3.28K
|
5.7K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 13.15% |
$3.05K - $3.36K
|
568
$21.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-89- 0.57% |
$3.16K - $3.48K
|
15.6K
$591K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-100- 1.37% |
$3.55K - $3.9K
|
7.19K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-117- 1.21% |
$4.15K - $4.57K
|
9.56K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-141- 2.46% |
$5.01K - $5.51K
|
5.6K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-167- 1.81% |
$5.93K - $6.52K
|
9.04K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-222- 3.21% |
$7.88K - $8.67K
|
6.7K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-226- 3.4% |
$8.02K - $8.83K
|
6.43K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-253- 4.01% |
$8.98K - $9.88K
|
6.06K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-300- 20.0% |
$10.7K - $11.7K
|
1.2K
$45.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-349- 0.88% |
$12.4K - $13.6K
|
39.4K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-375- 4.24% |
$13.3K - $14.6K
|
8.48K
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-591- 4.31% |
$21K - $23.1K
|
13.1K
$497K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-591- 3.91% |
$21K - $23.1K
|
14.5K
$549K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.99% |
$24.9K - $27.3K
|
34.4K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-745- 62.14% |
$26.4K - $29.1K
|
454
$17.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-1.23K- 2.2% |
$43.7K - $48.1K
|
54.9K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.25K- 9.01% |
$44.3K - $48.8K
|
12.6K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.31K- 6.6% |
$46.4K - $51.1K
|
18.5K
$700K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.41K- 5.54% |
$50K - $55K
|
24K
$909K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.74K- 17.47% |
$61.8K - $67.9K
|
8.22K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.91K- 9.99% |
$67.9K - $74.7K
|
17.2K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-2K- 9.35% |
$71K - $78.1K
|
19.4K
$734K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.34K- 9.58% |
$83.1K - $91.4K
|
22.1K
$836K
|