Westside Investment Management’s CenterPoint Energy CNP Stock Holding History

Westside Investment Management’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 Q1	–	Sell	-294	Closed	-$9.33K	–	983
2024 Q4	$9.33K	Hold	294	–	–	﹤0.01%	693
2024 Q3	$8.65K	Hold	294	–	–	﹤0.01%	703
2024 Q2	$9.11K	Hold	294	–	–	﹤0.01%	668
2024 Q1	$8.38K	Hold	294	–	–	﹤0.01%	657
2023 Q4	$8.4K	Hold	294	–	–	﹤0.01%	623
2023 Q3	$7.89K	Hold	294	–	–	﹤0.01%	625
2023 Q2	$8.57K	Hold	294	–	–	﹤0.01%	615
2023 Q1	$8.66K	Hold	294	–	–	﹤0.01%	616
2022 Q4	$8	Hold	294	–	–	﹤0.01%	632
2022 Q3	$8	Hold	294	–	–	﹤0.01%	625
2022 Q2	$8	Hold	294	–	–	﹤0.01%	626
2022 Q1	$9	Hold	294	–	–	﹤0.01%	618
2021 Q4	$8	Hold	294	–	–	﹤0.01%	613
2021 Q3	$7	Hold	294	–	–	﹤0.01%	612
2021 Q2	$7	Hold	294	–	–	﹤0.01%	604
2021 Q1	$6	Hold	294	–	–	﹤0.01%	607
2020 Q4	$6	Hold	294	–	–	﹤0.01%	544
2020 Q3	$5	Hold	294	–	–	﹤0.01%	540
2020 Q2	$5	Hold	294	–	–	﹤0.01%	533
2020 Q1	$4	Buy	+294	New	+$6.75K	﹤0.01%	542
2019 Q2	$8K	Buy	+294	New	+$8.77K	﹤0.01%	490
2018 Q4	$8.3K	Sell	294 -289	-50%	-$8.06K	﹤0.01%	503
2018 Q3	$16.1K	Buy	583 +289	+98%	+$8.1K	0.01%	400
2018 Q2	$8.11K	Hold	294	–	–	﹤0.01%	604
2018 Q1	$7.93K	Hold	294	–	–	﹤0.01%	591
2017 Q4	$8.24K	Sell	294 -126	-30%	-$3.67K	﹤0.01%	608
2017 Q3	$12.1K	Buy	420 +1	+0.2%	+$29	0.01%	503
2017 Q2	$11.4K	Hold	419	–	–	0.01%	502
2017 Q1	$11.7K	Hold	419	–	–	0.01%	455
2016 Q4	$10.7K	Buy	+419	New	+$9.8K	0.01%	378

Other funds holding CNP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westside Investment Management's CNP Position: Q1 2025 in Review

Westside Investment Management sold out of CenterPoint Energy (CNP) in Q1 2025, closing a stake of 294 shares — an estimated $9.33K sold.

Westside Investment Management first reported a position in CNP in Q4 2016 and held it in 30 quarters. The position peaked at $16.1K in Q3 2018. 697 funds tracked by Wall St. Rank hold CNP as of Q1 2025.

Westside Investment Management reported no remaining CenterPoint Energy position as of Q1 2025 after selling out during the quarter.
Westside Investment Management sold 294 CenterPoint Energy shares in Q1 2025, an estimated $9.33K.
Westside Investment Management first reported a position in CenterPoint Energy in Q4 2016 and held it in 30 quarters.
Westside Investment Management's CenterPoint Energy position peaked at $16.1K in Q3 2018.
697 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2025.

Based on Westside Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.