Moneta Group 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
$1.3M Buy
35,271
+465
+1% +$17.1K 0.02% 274
2025
Q1
$1.26M Sell
34,806
-9
-0% -$326 0.02% 261
2024
Q4
$1.1M Sell
34,815
-3,365
-9% -$107K 0.02% 273
2024
Q3
$1.12M Buy
38,180
+1,765
+5% +$51.9K 0.02% 268
2024
Q2
$1.13M Hold
36,415
0.02% 257
2024
Q1
$1.04M Sell
36,415
-60
-0.2% -$1.71K 0.02% 267
2023
Q4
$1.04M Sell
36,475
-1,045
-3% -$29.9K 0.02% 234
2023
Q3
$1.01M Buy
37,520
+55
+0.1% +$1.48K 0.02% 222
2023
Q2
$1.09M Sell
37,465
-64
-0.2% -$1.87K 0.02% 217
2023
Q1
$1.11M Buy
+37,529
New +$1.11M 0.03% 205