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 845 institutions that hold shares in the stock, with a total of 642 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
33
shares
|
$1,311
0.0% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
31
shares
|
$1,231
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
30
shares
|
$1,192
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
30
shares
|
$1,192
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
30
shares
|
$1,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
30
shares
|
$1,192
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$1,152
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
28
shares
|
$1,112
0.0% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
27
shares
|
$1,072
0.0% of portfolio
|
Q3 2025
Reduced 97.3%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
26
shares
|
$1,033
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$993
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$874
0.0% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
21
shares
|
$834
0.0% of portfolio
|
Q3 2025
Reduced 73.08%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
21
shares
|
$834
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
20
shares
|
$794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
19
shares
|
$755
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
18
shares
|
$715
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
17
shares
|
$675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
16
shares
|
$635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
16
shares
|
$635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
15
shares
|
$596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
14
shares
|
$556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
14
shares
|
$556
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
13
shares
|
$516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
12
shares
|
$476
0.0% of portfolio
|
Q2 2024
Reduced 92.31%
|
|