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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
28
shares
|
$1,065
0.0% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
27
shares
|
$1,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
27
shares
|
$1,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
24
shares
|
$913
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$837
0.0% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
22
shares
|
$837
0.0% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
21
shares
|
$799
0.0% of portfolio
|
Q2 2025
Added 61.54%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
20
shares
|
$761
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
19
shares
|
$722
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
18
shares
|
$684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
18
shares
|
$684
0.0% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
18
shares
|
$684
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
17
shares
|
$646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
14
shares
|
$532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
12
shares
|
$456
0.0% of portfolio
|
Q2 2024
Reduced 92.31%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
11
shares
|
$418
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$380
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
10
shares
|
$380
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
9
shares
|
$342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
9
shares
|
$342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
8
shares
|
$304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
5
shares
|
$190
0.0% of portfolio
|
Q2 2023
New holding
|