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Livermore
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Centerpoint Energy Inc

CNP
Exchange
NYSE
Industry
Electric Services
SEC CIK
0001130310

In the last 90 days, Centerpoint Energy Inc insiders filed 1 open-market purchase and 0 sales; 870 institutions reported holding it in 13F filings for Q2 2026, worth $30.7B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Centerpoint Energy Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
629
+36 vs. Q3 2023
Shares held
579.4M
+7.77M (+1.4%) vs. Q3 2023
Total value
$16.6B
+$1.21B (+7.9%) vs. Q3 2023
New holders
92
212 more added
Sold out
56
202 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CNP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 629 institutions
Q1 2021: 533 institutionsQ2 2021: 536 institutionsQ3 2021: 524 institutionsQ4 2021: 595 institutionsQ1 2022: 617 institutionsQ2 2022: 610 institutionsQ3 2022: 589 institutionsQ4 2022: 631 institutionsQ1 2023: 602 institutionsQ2 2023: 610 institutionsQ3 2023: 600 institutionsQ4 2023: 629 institutionsQ1 2024: 652 institutionsQ2 2024: 632 institutionsQ3 2024: 622 institutionsQ4 2024: 653 institutionsQ1 2025: 697 institutionsQ2 2025: 722 institutionsQ3 2025: 748 institutionsQ4 2025: 778 institutionsQ1 2026: 828 institutionsQ2 2026: 870 institutions
Value heldQ4 2023: $16.6B
Q1 2021: $11.8BQ2 2021: $13.2BQ3 2021: $14.1BQ4 2021: $16.0BQ1 2022: $17.2BQ2 2022: $16.6BQ3 2022: $16.0BQ4 2022: $17.1BQ1 2023: $16.8BQ2 2023: $16.5BQ3 2023: $15.4BQ4 2023: $16.6BQ1 2024: $16.3BQ2 2024: $18.7BQ3 2024: $17.8BQ4 2024: $20.0BQ1 2025: $23.2BQ2 2025: $23.9BQ3 2025: $25.0BQ4 2025: $25.4BQ1 2026: $28.5BQ2 2026: $30.7B
Institutions holding CNP and their total value by quarter
QuarterHoldersValue
Q2 2026870$30.7B
Q1 2026828$28.5B
Q4 2025778$25.4B
Q3 2025748$25.0B
Q2 2025722$23.9B
Q1 2025697$23.2B
Q4 2024653$20.0B
Q3 2024622$17.8B
Q2 2024632$18.7B
Q1 2024652$16.3B
Q4 2023629$16.6B
Q3 2023600$15.4B
Q2 2023610$16.5B
Q1 2023602$16.8B
Q4 2022631$17.1B
Q3 2022589$16.0B
Q2 2022610$16.6B
Q1 2022617$17.2B
Q4 2021595$16.0B
Q3 2021524$14.1B
Q2 2021536$13.2B
Q1 2021533$11.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Centerpoint Energy Inc; share changes are against Q3 2023.

Institutions holding CNP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
Rakuten Securities, Inc.2$570.00%+2New
Cherry Tree Wealth Management, LLC5$1430.00%00.0%Unchanged
Tfo-TDC, LLC6$1710.00%00.0%Unchanged
Trust Co of Vermont8$2290.00%−5,992−99.9%Reduced
Abound Wealth Management8$2340.00%00.0%Unchanged
WestEnd Advisors, LLC9$2570.00%−7−43.8%Reduced
Highline Wealth Partners LLC11$3140.00%00.0%Unchanged
Sofos Investments, Inc.12$3320.00%00.0%Unchanged
Carolinas Wealth Consulting LLC13$3710.00%00.0%Unchanged
True Wealth Design, LLC13$3720.00%00.0%Unchanged
Valued Wealth Advisors LLC15$4030.00%+15New
SOA Wealth Advisors, LLC.15$4290.00%00.0%Unchanged
CGC Financial Services, LLC18$5140.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18$5240.00%00.0%Unchanged
AllSquare Wealth Management LLC19$5430.00%00.0%Unchanged
Assetmark, Inc19$5430.00%+19New
Beaird Harris Wealth Management, LLC21$6000.00%+21New
Plante Moran Financial Advisors, LLC26$7430.00%+26New
Semmax Financial Advisors Inc.31$8450.00%00.0%Unchanged
Provenance Wealth Advisors, LLC34$9710.00%−1−2.9%Reduced
Financial Management Professionals, Inc.38$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC25$1.00K0.00%00.0%Unchanged
Archer Investment Corp35$1.00K0.00%00.0%Unchanged
Avion Wealth38$1.00K0.00%+4+11.8%Added
Capital Analysts, LLC25$1.00K0.00%+25New
Coppell Advisory Solutions LLC39$1.11K0.00%+39New
Dunhill Financial, LLC40$1.14K0.00%+40New
Caldwell Sutter Capital, Inc.44$1.26K0.00%00.0%Unchanged
Clearstead Advisors, LLC46$1.31K0.00%+46New
SJS Investment Consulting Inc.53$1.51K0.00%−6−10.2%Reduced
DiNuzzo Private Wealth, Inc.55$1.57K0.00%+55New
Rockbridge Investment Management, LCC61$1.74K0.00%+61New
Newbridge Financial Services Group, Inc.62$1.77K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC64$1.83K0.00%00.0%Unchanged
Versant Capital Management, Inc75$2.14K0.00%+32+74.4%Added
DT Investment Partners, LLC86$2.41K0.00%00.0%Unchanged
HighMark Wealth Management LLC85$2.42K0.00%+85New
Glass Jacobson Investment Advisors llc85$2.43K0.00%00.0%Unchanged
Sound Income Strategies, LLC94$2.69K0.00%+54+135.0%Added
Householder Group Estate & Retirement Specialist, LLC137$3.00K0.00%+99+260.5%Added
MCF Advisors LLC113$3.23K0.00%00.0%Unchanged
Raffa Wealth Management, LLC114$3.26K0.00%00.0%Unchanged
Private Wealth Management Group, LLC136$3.89K0.00%+136New
Valley National Advisers Inc170$4.00K0.00%+140+466.7%Added
Private Ocean, LLC156$4.46K0.00%00.0%Unchanged
Focused Wealth Management, Inc170$4.86K0.00%00.0%Unchanged
Concord Wealth Partners176$5.02K0.00%00.0%Unchanged
Key Financial Inc184$5.26K0.00%00.0%Unchanged
Founders Capital Management184$5.26K0.00%+184New
Eagle Bay Advisors LLC200$5.71K0.00%00.0%Unchanged
Islay Capital Management, LLC200$5.71K0.00%+200New
TSFG, LLC200$6.00K0.00%−32−13.8%Reduced
Hazlett, Burt & Watson, Inc.200$6.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.213$6.08K0.00%−3−1.4%Reduced
Winch Advisory Services, LLC228$6.50K0.00%+2+0.9%Added
GW&K Investment Management, LLC249$7.00K0.00%−13−5.0%Reduced
St. Johns Investment Management Company, LLC250$7.14K0.00%00.0%Unchanged
Whittier Trust Co254$7.25K0.00%−198−43.8%Reduced
Smithfield Trust Co285$8.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.287$8.00K0.00%+181+170.8%Added
Creative Financial Designs Inc290$8.29K0.00%+290New
Westside Investment Management, Inc.294$8.40K0.00%00.0%Unchanged
Old Second National Bank of Aurora300$8.57K0.00%00.0%Unchanged
Costello Asset Management, INC300$8.57K0.01%00.0%Unchanged
Rogco, LP300$8.57K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC305$8.71K0.00%+38+14.2%Added
Moisand Fitzgerald Tamayo, LLC315$9.00K0.00%00.0%Unchanged
Quent Capital, LLC324$9.26K0.00%−97−23.0%Reduced
Planned Solutions, Inc.330$9.43K0.00%+330New
Harbor Investment Advisory, LLC343$9.80K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.334$10.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC356$10.2K0.01%+356New
Pineridge Advisors LLC357$10.2K0.00%+357New
Rothschild Investment LLC369$10.5K0.00%+369New
CVA Family Office, LLC370$10.6K0.00%+370New
GPS Wealth Strategies Group, LLC375$10.7K0.00%00.0%Unchanged
MV Capital Management, Inc.376$10.7K0.00%+4+1.1%Added
Atwood & Palmer Inc400$11.4K0.00%00.0%Unchanged
Caldwell Trust Co400$11.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc450$12.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC478$13.7K0.00%+478New
Montag A & Associates Inc500$14.3K0.00%00.0%Unchanged
Motco500$14.3K0.00%00.0%Unchanged
ORG Partners LLC502$14.3K0.00%+502New
Proequities, Inc.504$14.4K0.00%+318+171.0%Added
Webster Bank, N. A.512$14.6K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC519$14.8K0.00%+519New
Annis Gardner Whiting Capital Advisors, LLC524$15.0K0.01%+327+166.0%Added
Loomis Sayles & Co L P549$16.0K0.00%+246+81.2%Added
Bare Financial Services, Inc596$17.0K0.03%+596New
Livforsakringsbolaget Skandia, Omsesidigt609$17.4K0.00%00.0%Unchanged
Glassman Wealth Services609$17.4K0.00%−7−1.1%Reduced
Bruce G. Allen Investments, LLC628$17.9K0.02%+628New
Rosenberg Matthew Hamilton630$18.0K0.01%00.0%Unchanged
Nemes Rush Group LLC637$18.2K0.00%00.0%Unchanged
Washington Trust Co650$18.6K0.00%00.0%Unchanged
Zions Bancorporation, N.A.666$19.0K0.00%−124−15.7%Reduced
Marquette Asset Management, LLC670$19.1K0.00%00.0%Unchanged
Jones Financial Companies LLLP684$19.5K0.00%+74+12.1%Added