Institutional Ownership Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP). We have compiled data on the 726 institutions that hold shares in the stock, with a total of 620 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
87
shares
|
$3,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
86
shares
|
$3,195
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
79
shares
|
$2,935
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
75
shares
|
$2,786
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
64
shares
|
$2,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
64
shares
|
$2,378
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
56
shares
|
$2,080
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
56
shares
|
$2,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
55
shares
|
$2,043
0.0% of portfolio
|
Q1 2025
Added 243.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
47
shares
|
$1,746
0.0% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
44
shares
|
$1,635
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
44
shares
|
$1,635
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
43
shares
|
$1,597
0.0% of portfolio
|
Q4 2024
Reduced 58.65%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
43
shares
|
$1,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
42
shares
|
$1,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$1,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
42
shares
|
$1,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
42
shares
|
$1,560
0.0% of portfolio
|
Q2 2023
Added 2.44%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
40
shares
|
$1,486
0.0% of portfolio
|
Q2 2024
Reduced 42.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
36
shares
|
$1,337
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
35
shares
|
$1,300
0.0% of portfolio
|
Q2 2020
Reduced 99.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
33
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
33
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
33
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
Added 73.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
32
shares
|
$1,189
0.0% of portfolio
|
Q3 2024
Reduced 76.47%
|