AssuredPartners Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
6,851
-2,794
-29% -$103K 0.06% 209
2025
Q1
$349K Buy
9,645
+19
+0.2% +$688 0.07% 248
2024
Q4
$305K Buy
+9,626
New +$305K 0.06% 269