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, Q1 2024
Institutional positions in Centerpoint Energy Inc as of Mar 31, 2024. 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
- 652
- +27 vs. Q4 2023
- Shares held
- 573.4M
- −5.84M (−1.0%) vs. Q4 2023
- Total value
- $16.3B
- −$214.2M (−1.3%) vs. Q4 2023
- New holders
- 80
- 223 more added
- Sold out
- 53
- 221 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 870 | $30.7B |
| Q1 2026 | 828 | $28.5B |
| Q4 2025 | 778 | $25.4B |
| Q3 2025 | 748 | $25.0B |
| Q2 2025 | 722 | $23.9B |
| Q1 2025 | 697 | $23.2B |
| Q4 2024 | 653 | $20.0B |
| Q3 2024 | 622 | $17.8B |
| Q2 2024 | 632 | $18.7B |
| Q1 2024 | 652 | $16.3B |
| Q4 2023 | 629 | $16.6B |
| Q3 2023 | 600 | $15.4B |
| Q2 2023 | 610 | $16.5B |
| Q1 2023 | 602 | $16.8B |
| Q4 2022 | 631 | $17.1B |
| Q3 2022 | 589 | $16.0B |
| Q2 2022 | 610 | $16.6B |
| Q1 2022 | 617 | $17.2B |
| Q4 2021 | 595 | $16.0B |
| Q3 2021 | 524 | $14.1B |
| Q2 2021 | 536 | $13.2B |
| Q1 2021 | 533 | $11.8B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Centerpoint Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $28 | 0.00% | −1−50.0% | Reduced |
| Semmax Financial Advisors Inc. | 1 | $42 | 0.00% | −30−96.8% | Reduced |
| Abich Financial Wealth Management LLC | 3 | $85 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $114 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 5 | $143 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $143 | 0.00% | +5 | New |
| Abound Wealth Management | 8 | $235 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $285 | 0.00% | +1+11.1% | Added |
| Highline Wealth Partners LLC | 11 | $313 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $342 | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 13 | $371 | 0.00% | −2−13.3% | Reduced |
| SOA Wealth Advisors, LLC. | 15 | $427 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 18 | $513 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 18 | $513 | 0.00% | +18 | New |
| AllSquare Wealth Management LLC | 19 | $541 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $560 | 0.00% | +19 | New |
| Beaird Harris Wealth Management, LLC | 21 | $599 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $627 | 0.00% | +9+69.2% | Added |
| Carolinas Wealth Consulting LLC | 23 | $655 | 0.00% | +10+76.9% | Added |
| TD Capital Management LLC | 24 | $684 | 0.00% | +24 | New |
| Provenance Wealth Advisors, LLC | 34 | $969 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $997 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 51 | $1.00K | 0.00% | −2,869−98.3% | Reduced |
| Financial Management Professionals, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 44 | $1.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 48 | $1.36K | 0.00% | +8+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 55 | $1.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 55 | $1.57K | 0.00% | +2+3.8% | Added |
| Iron Horse Wealth Management, LLC | 64 | $1.82K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 69 | $1.97K | 0.00% | −25−26.6% | Reduced |
| Avion Wealth | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $2.14K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 85 | $2.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 85 | $2.43K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 91 | $2.59K | 0.00% | +79+658.3% | Added |
| Whittier Trust Co | 104 | $2.96K | 0.00% | −150−59.1% | Reduced |
| Raffa Wealth Management, LLC | 114 | $3.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 136 | $3.88K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 137 | $3.90K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 139 | $3.96K | 0.00% | −217−61.0% | Reduced |
| MCF Advisors LLC | 142 | $4.05K | 0.00% | +29+25.7% | Added |
| Criterion Capital Advisors, LLC | 150 | $4.27K | 0.00% | +150 | New |
| Private Ocean, LLC | 156 | $4.44K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 190 | $5.00K | 0.00% | +20+11.8% | Added |
| Concord Wealth Partners | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 184 | $5.24K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 189 | $5.38K | 0.00% | −1,200−86.4% | Reduced |
| First Financial Corp | 200 | $5.70K | 0.00% | +200 | New |
| Pineridge Advisors LLC | 200 | $5.70K | 0.00% | −157−44.0% | Reduced |
| Islay Capital Management, LLC | 200 | $5.70K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $5.70K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 213 | $6.07K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 229 | $6.53K | 0.00% | +1+0.4% | Added |
| Front Row Advisors LLC | 237 | $6.75K | 0.00% | +237 | New |
| JFS Wealth Advisors, LLC | 256 | $7.29K | 0.00% | −49−16.1% | Reduced |
| Elequin Capital LP | 262 | $7.46K | 0.00% | +262 | New |
| Ronald Blue Trust, Inc. | 278 | $7.92K | 0.00% | −9−3.1% | Reduced |
| Smithfield Trust Co | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 290 | $8.26K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 294 | $8.38K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $8.55K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $8.55K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 300 | $8.55K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 315 | $8.97K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 330 | $9.40K | 0.00% | −40−10.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 334 | $9.52K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 343 | $9.77K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 358 | $10.2K | 0.00% | −1,453−80.2% | Reduced |
| MV Capital Management, Inc. | 360 | $10.3K | 0.00% | −16−4.3% | Reduced |
| GW&K Investment Management, LLC | 371 | $11.0K | 0.00% | +122+49.0% | Added |
| Atwood & Palmer Inc | 400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 400 | $11.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 400 | $11.4K | 0.00% | +400 | New |
| Operose Advisors LLC | 404 | $11.5K | 0.00% | +404 | New |
| Proequities, Inc. | 436 | $12.4K | 0.00% | −68−13.5% | Reduced |
| Rothschild Investment LLC | 449 | $12.8K | 0.00% | +80+21.7% | Added |
| Webster Bank, N. A. | 450 | $12.8K | 0.00% | −62−12.1% | Reduced |
| Farmers & Merchants Investments Inc | 450 | $12.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 457 | $13.0K | 0.01% | +457 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 459 | $13.1K | 0.00% | −65−12.4% | Reduced |
| Rise Advisors, LLC | 479 | $13.6K | 0.01% | +479 | New |
| Bogart Wealth, LLC | 480 | $13.7K | 0.00% | −319−39.9% | Reduced |
| Quent Capital, LLC | 492 | $14.0K | 0.00% | +168+51.9% | Added |
| Northwest Investment Counselors, LLC | 496 | $14.1K | 0.00% | +496 | New |
| First Manhattan Co | 500 | $14.2K | 0.00% | −850−63.0% | Reduced |
| Montag A & Associates Inc | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Motco | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 576 | $16.4K | 0.01% | −52−8.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 609 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 596 | $17.4K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 630 | $17.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 629 | $17.9K | 0.00% | +629 | New |
| Nemes Rush Group LLC | 637 | $18.1K | 0.00% | 00.0% | Unchanged |