Waverly Advisors’s CenterPoint Energy CNP Stock Holding History

Waverly Advisors’s Portfolio CNP Stock Details CNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Buy
2025 Q1	$202K	Buy
2014 Q4	–	Sell
2014 Q3	$49K	Hold
2014 Q2	$51K	Hold
2014 Q1	$47K	Hold
2013 Q4	$46K	Buy