Fiduciary Family Office’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 | $1.31M | Buy |
35,616
+4,194
| +13% | +$154K | 0.43% | 46 |
|
|
2025
Q1 | $1.14M | Buy |
+31,422
| New | +$1.14M | 0.38% | 51 |
|
|
2024
Q4 | – | Sell |
-26,962
| Closed | -$793K | – | 99 |
|
|
2024
Q3 | $793K | Sell |
26,962
-2,635
| -9% | -$77.5K | 0.26% | 82 |
|
|
2024
Q2 | $917K | Buy |
29,597
+300
| +1% | +$9.29K | 0.36% | 70 |
|
|
2024
Q1 | $835K | Buy |
29,297
+13,299
| +83% | +$379K | 0.33% | 88 |
|
|
2023
Q4 | $457K | Buy |
+15,998
| New | +$457K | 0.2% | 126 |
|