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 804 institutions that hold shares in the stock, with a total of 647 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
331
shares
|
$12,594
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
329
shares
|
$12,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
321
shares
|
$12,214
0.0% of portfolio
|
Q2 2025
Added 84.48%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
319
shares
|
$12,137
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
315
shares
|
$11,985
0.0% of portfolio
|
Q4 2022
Added 36.96%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
307
shares
|
$11,681
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
300
shares
|
$11,415
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
300
shares
|
$11,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$11,415
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
298
shares
|
$11,338
0.01% of portfolio
|
Q2 2022
Reduced 4.49%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
298
shares
|
$11,338
0.0% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
289
shares
|
$10,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
285
shares
|
$10,844
0.0% of portfolio
|
Q1 2021
Reduced 27.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
282
shares
|
$10,730
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
276
shares
|
$10,501
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$9,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
237
shares
|
$9,017
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
232
shares
|
$8,827
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
217
shares
|
$8,256
0.0% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
215
shares
|
$8,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
213
shares
|
$8,104
0.0% of portfolio
|
Q1 2025
Reduced 82.54%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
212
shares
|
$8,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$7,609
0.0% of portfolio
|
Q4 2023
Reduced 13.79%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$7,609
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
200
shares
|
$7,609
0.0% of portfolio
|
Q2 2024
New holding
|