Roehl & Yi Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio CNP Stock Details CNP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356K	Sell
2025 Q4	$478K	Buy
2025 Q3	$481K	Buy
2025 Q2	$451K	Hold
2025 Q1	$445K	Hold
2024 Q4	$390K	Buy