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 673 institutions that hold shares in the stock, with a total of 590 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
300
shares
|
$9,258
0.01% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
300
shares
|
$9,258
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
298
shares
|
$9,196
0.01% of portfolio
|
Q2 2022
Reduced 4.49%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
294
shares
|
$9,072
0.0% of portfolio
|
Q4 2018
Reduced 49.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
291
shares
|
$8,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
286
shares
|
$8,825
0.0% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
285
shares
|
$8,795
0.0% of portfolio
|
Q1 2021
Reduced 27.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
282
shares
|
$8,702
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
252
shares
|
$7,776
0.0% of portfolio
|
Q3 2024
Reduced 73.89%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
232
shares
|
$7,159
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
232
shares
|
$7,159
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
228
shares
|
$7,036
0.0% of portfolio
|
Q3 2024
Reduced 30.91%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
213
shares
|
$6,573
0.0% of portfolio
|
Q3 2024
Reduced 41.32%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
212
shares
|
$6,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
200
shares
|
$6,172
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$6,172
0.0% of portfolio
|
Q4 2023
Reduced 13.79%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
200
shares
|
$6,172
0.0% of portfolio
|
Q1 2024
Reduced 43.98%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
200
shares
|
$6,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
190
shares
|
$5,863
0.0% of portfolio
|
Q3 2024
Reduced 84.15%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
184
shares
|
$5,678
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
183
shares
|
$5,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
164
shares
|
$5,061
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
162
shares
|
$4,999
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
158
shares
|
$4,875
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
150
shares
|
$4,629
0.0% of portfolio
|
Q1 2024
New holding
|