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, Q3 2024
Institutional positions in Centerpoint Energy Inc as of Sep 30, 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
- 622
- −5 vs. Q2 2024
- Shares held
- 604.9M
- +54.2M (+9.8%) vs. Q2 2024
- Total value
- $17.8B
- +$763.6M (+4.5%) vs. Q2 2024
- New holders
- 73
- 199 more added
- Sold out
- 78
- 221 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Centerpoint Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $9 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $89 | 0.00% | −4−57.1% | Reduced |
| Chesapeake Asset Management LLC | 5 | $147 | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 5 | $148 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $265 | 0.00% | +1+12.5% | Added |
| Highline Wealth Partners LLC | 11 | $326 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $383 | 0.00% | −10−43.5% | Reduced |
| Claris Advisors, LLC | 17 | $500 | 0.00% | +17 | New |
| CGC Financial Services, LLC | 18 | $530 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $559 | 0.00% | −9−32.1% | Reduced |
| AllSquare Wealth Management LLC | 19 | $559 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $707 | 0.00% | +11+84.6% | Added |
| True Wealth Design, LLC | 30 | $883 | 0.00% | −1−3.2% | Reduced |
| Financial Network Wealth Advisors LLC | 31 | $912 | 0.00% | −54−63.5% | Reduced |
| Private Wealth Management Group, LLC | 32 | $942 | 0.00% | −104−76.5% | Reduced |
| Capital Analysts, LLC | 26 | $1.00K | 0.00% | −230−89.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $1.00K | 0.00% | −209−86.0% | Reduced |
| Penserra Capital Management LLC | 54 | $1.00K | 0.00% | +3+5.9% | Added |
| Provenance Wealth Advisors, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.18K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 44 | $1.29K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 50 | $1.47K | 0.00% | +50 | New |
| Central Trust Co | 54 | $1.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 55 | $1.62K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $1.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 | $2.04K | 0.00% | −1,151−94.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 73 | $2.15K | 0.00% | +7+10.6% | Added |
| Semmax Financial Advisors Inc. | 79 | $2.40K | 0.00% | +1+1.3% | Added |
| Glass Jacobson Investment Advisors llc | 85 | $2.50K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $2.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 87 | $2.55K | 0.00% | +1+1.2% | Added |
| Versant Capital Management, Inc | 87 | $2.56K | 0.00% | −152−63.6% | Reduced |
| Grove Bank & Trust | 96 | $2.82K | 0.00% | +96 | New |
| Capital Performance Advisors LLP | 97 | $2.85K | 0.00% | +97 | New |
| Whittier Trust Co | 104 | $3.06K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 113 | $3.33K | 0.00% | −29−20.4% | Reduced |
| Raffa Wealth Management, LLC | 114 | $3.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 119 | $3.50K | 0.00% | +119 | New |
| Spire Wealth Management | 120 | $3.53K | 0.00% | −987−89.2% | Reduced |
| Dunhill Financial, LLC | 127 | $3.74K | 0.00% | +67+111.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 150 | $4.65K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 164 | $4.81K | 0.00% | −12−6.8% | Reduced |
| Hemington Wealth Management | 183 | $5.00K | 0.00% | +183 | New |
| Key Financial Inc | 184 | $5.41K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 190 | $5.59K | 0.00% | −1,009−84.2% | Reduced |
| Pineridge Advisors LLC | 200 | $5.88K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 200 | $5.88K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $5.88K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 212 | $6.24K | 0.00% | +212 | New |
| MV Capital Management, Inc. | 213 | $6.27K | 0.00% | −150−41.3% | Reduced |
| CVA Family Office, LLC | 228 | $6.71K | 0.00% | −102−30.9% | Reduced |
| Winch Advisory Services, LLC | 232 | $6.84K | 0.00% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 252 | $7.41K | 0.00% | −713−73.9% | Reduced |
| Smithfield Trust Co | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 291 | $8.00K | 0.00% | +291 | New |
| Peterson Financial Group, Inc. | 282 | $8.28K | 0.03% | +282 | New |
| JFS Wealth Advisors, LLC | 286 | $8.41K | 0.00% | +35+13.9% | Added |
| Westside Investment Management, Inc. | 294 | $8.65K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $8.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $8.83K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 300 | $8.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 304 | $8.94K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 315 | $9.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 319 | $9.38K | 0.00% | +93+41.2% | Added |
| Planned Solutions, Inc. | 330 | $9.71K | 0.00% | +330 | New |
| Walleye Capital LLC | 332 | $9.77K | 0.00% | −133,323−99.8% | Reduced |
| Proequities, Inc. | 338 | $9.94K | 0.00% | −128−27.5% | Reduced |
| Harbor Investment Advisory, LLC | 343 | $10.1K | 0.00% | −9−2.6% | Reduced |
| Bogart Wealth, LLC | 375 | $11.0K | 0.00% | −106−22.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 375 | $11.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 382 | $11.2K | 0.00% | +382 | New |
| Atwood & Palmer Inc | 400 | $11.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 400 | $11.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 400 | $11.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 412 | $12.0K | 0.00% | −35−7.8% | Reduced |
| Asset Dedication, LLC | 420 | $12.4K | 0.00% | −369−46.8% | Reduced |
| Manchester Capital Management LLC | 432 | $12.7K | 0.00% | −144−25.0% | Reduced |
| West Financial Advisors, LLC | 437 | $12.9K | 0.00% | +437 | New |
| Webster Bank, N. A. | 450 | $13.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 450 | $13.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 457 | $13.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 486 | $14.3K | 0.01% | +4+0.8% | Added |
| Quent Capital, LLC | 492 | $14.5K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 496 | $14.6K | 0.00% | +496 | New |
| Montag A & Associates Inc | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Motco | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 502 | $14.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 508 | $14.9K | 0.01% | −392−43.6% | Reduced |
| Covestor Ltd | 539 | $16.0K | 0.01% | +5+0.9% | Added |
| Bruce G. Allen Investments, LLC | 576 | $16.9K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 587 | $17.3K | 0.01% | +183+45.3% | Added |
| Bare Financial Services, Inc | 596 | $17.5K | 0.01% | 00.0% | Unchanged |