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 717 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 $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
44
shares
|
$1,594
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
43
shares
|
$1,557
0.0% of portfolio
|
Q4 2024
Reduced 58.65%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
43
shares
|
$1,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
42
shares
|
$1,521
0.0% of portfolio
|
Q2 2023
Added 2.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$1,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
42
shares
|
$1,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
42
shares
|
$1,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
40
shares
|
$1,449
0.0% of portfolio
|
Q2 2024
Reduced 42.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
36
shares
|
$1,304
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
35
shares
|
$1,268
0.0% of portfolio
|
Q2 2020
Reduced 99.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
33
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
33
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
33
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
Added 73.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
32
shares
|
$1,159
0.0% of portfolio
|
Q3 2024
Reduced 76.47%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
30
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
30
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$905
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
25
shares
|
$905
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
23
shares
|
$833
0.0% of portfolio
|
Q4 2024
Added 76.92%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
20
shares
|
$724
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
20
shares
|
$724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
20
shares
|
$724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
19
shares
|
$688
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
18
shares
|
$652
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
17
shares
|
$615
0.0% of portfolio
|
Q4 2024
New holding
|