Purchases and Sales Made in Q4 2024 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 2.74% |
$57.2 - $65.3
|
75
$2.83K
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$28.6 - $32.7
|
1
$37.8
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$28.6 - $32.7
|
2.28K
$86.1K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$28.6 - $32.7
|
1
$37.8
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1- 0.11% |
$28.6 - $32.7
|
879
$33.2K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$28.6 - $32.7
|
10.1K
$381K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3- 0.01% |
$85.7 - $98
|
23.1K
$873K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 0.42% |
$143 - $163
|
1.18K
$44.5K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 13.16% |
$143 - $163
|
33
$1.25K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.35% |
$171 - $196
|
1.71K
$64.6K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 10.91% |
$171 - $196
|
49
$1.85K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-10- 0.02% |
$286 - $327
|
55.8K
$2.11M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-12- 7.32% |
$343 - $392
|
152
$5.74K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 35.63% |
$886 - $1.01K
|
56
$2.11K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-42- 6.84% |
$1.2K - $1.37K
|
572
$21.6K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-57- 0.81% |
$1.63K - $1.86K
|
6.97K
$263K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-61- 58.65% |
$1.74K - $1.99K
|
43
$1.62K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 0.29% |
$2K - $2.29K
|
24.2K
$914K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-89- 30.58% |
$2.54K - $2.91K
|
202
$7.63K
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-94- 0.58% |
$2.69K - $3.07K
|
16.1K
$609K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-149- 1.06% |
$4.26K - $4.87K
|
13.9K
$524K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 50.0% |
$4.29K - $4.9K
|
150
$5.66K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 16.67% |
$5.03K - $5.75K
|
880
$33.2K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-177- 1.92% |
$5.06K - $5.78K
|
9.02K
$341K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-187- 1.33% |
$5.34K - $6.11K
|
13.9K
$525K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-197- 2.56% |
$5.63K - $6.43K
|
7.5K
$283K
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 0.64% |
$5.72K - $6.53K
|
31.1K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-212- 1.26% |
$6.06K - $6.92K
|
16.5K
$625K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-213- 27.99% |
$6.09K - $6.96K
|
548
$20.7K
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-230- 1.25% |
$6.57K - $7.51K
|
18.1K
$685K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-241- 20.79% |
$6.89K - $7.87K
|
918
$34.7K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-260- 0.65% |
$7.43K - $8.49K
|
39.8K
$1.5M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-272- 11.11% |
$7.77K - $8.88K
|
2.18K
$82.2K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-277- 0.68% |
$7.92K - $9.05K
|
40.2K
$1.52M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-290- 30.72% |
$8.29K - $9.47K
|
654
$24.7K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-298- 4.32% |
$8.52K - $9.73K
|
6.6K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-317- 0.53% |
$9.06K - $10.4K
|
59.5K
$2.25M
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-320- 13.79% |
$9.15K - $10.5K
|
2K
$75.5K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-325- 3.8% |
$9.29K - $10.6K
|
8.24K
$311K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-331- 2.29% |
$9.46K - $10.8K
|
14.2K
$534K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-335- 0.86% |
$9.57K - $10.9K
|
38.7K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-344- 67.72% |
$9.83K - $11.2K
|
164
$6.19K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-364- 5.05% |
$10.4K - $11.9K
|
6.84K
$258K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-370- 3.43% |
$10.6K - $12.1K
|
10.4K
$393K
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-384- 13.99% |
$11K - $12.5K
|
2.36K
$89.2K
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-430- 0.86% |
$12.3K - $14K
|
49.4K
$1.86M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-445- 4.77% |
$12.7K - $14.5K
|
8.88K
$335K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 6.21% |
$14.3K - $16.3K
|
7.55K
$285K
|