Ulland Investment Advisors’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33K Hold
2025
Q1
$33K Hold
2024
Q4
$29K Hold
2024
Q3
$26K Hold
2024
Q2
$28K Sell
2024
Q1
$54K Hold
2023
Q4
$54K Hold
2023
Q3
$51K Hold
2023
Q2
$55K Hold
2023
Q1
$56K Hold
2022
Q4
$57K Hold
2022
Q3
$54K Hold
2022
Q2
$56K Hold
2022
Q1
$58K Hold
2021
Q4
$53K Buy