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 769 institutions that hold shares in the stock, with a total of 628 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
44
shares
|
$1,653
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
44
shares
|
$1,653
0.0% of portfolio
|
Q1 2023
New holding
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
43
shares
|
$1,615
0.0% of portfolio
|
Q4 2024
Reduced 58.65%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
42
shares
|
$1,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
42
shares
|
$1,577
0.0% of portfolio
|
Q2 2023
Added 2.44%
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
42
shares
|
$1,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
40
shares
|
$1,502
0.0% of portfolio
|
Q2 2024
Reduced 42.03%
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
35
shares
|
$1,314
0.0% of portfolio
|
Q2 2020
Reduced 99.77%
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
33
shares
|
$1,239
0.0% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
31
shares
|
$1,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
30
shares
|
$1,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
30
shares
|
$1,127
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
30
shares
|
$1,127
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
30
shares
|
$1,127
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
29
shares
|
$1,089
0.0% of portfolio
|
Q1 2025
Reduced 81.41%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
28
shares
|
$1,051
0.0% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$939
0.0% of portfolio
|
Q2 2024
New holding
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
24
shares
|
$901
0.0% of portfolio
|
Q1 2025
Added 2300.0%
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
24
shares
|
$901
0.0% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
23
shares
|
$864
0.0% of portfolio
|
Q4 2024
Added 76.92%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
20
shares
|
$751
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
19
shares
|
$713
0.0% of portfolio
|
Q2 2023
New holding
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
18
shares
|
$676
0.0% of portfolio
|
Q2 2023
New holding
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
18
shares
|
$676
0.0% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
17
shares
|
$638
0.0% of portfolio
|
Q1 2025
New holding
|