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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
42
shares
|
$1,296
0.0% of portfolio
|
Q2 2023
Added 2.44%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
40
shares
|
$1,234
0.0% of portfolio
|
Q2 2024
Reduced 42.03%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
38
shares
|
$1,172
0.0% of portfolio
|
Q4 2023
Added 11.76%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
38
shares
|
$1,172
0.0% of portfolio
|
Q2 2021
Reduced 91.74%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
35
shares
|
$1,080
0.0% of portfolio
|
Q2 2020
Reduced 99.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
34
shares
|
$1,049
0.0% of portfolio
|
Q3 2024
Reduced 86.01%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
32
shares
|
$987
0.0% of portfolio
|
Q3 2024
Reduced 76.47%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
31
shares
|
$956
0.0% of portfolio
|
Q3 2024
Reduced 63.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
30
shares
|
$925
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$802
0.0% of portfolio
|
Q3 2024
Reduced 89.84%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$771
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$771
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
24
shares
|
$740
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
19
shares
|
$586
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
19
shares
|
$586
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
18
shares
|
$555
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
17
shares
|
$524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13
shares
|
$401
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
12
shares
|
$370
0.0% of portfolio
|
Q2 2024
Reduced 92.31%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
11
shares
|
$339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$277
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
5
shares
|
$154
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
3
shares
|
$92
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$30
0.0% of portfolio
|
Q4 2017
New holding
|