HolderBook

CENTERPOINT ENERGY INC (CNP)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

27
Reporting holders
$112.3M
Reported value
0.0%
Calls
0.0%
Puts
-847
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Artemis Investment Management LLP$102.5M2,785,6480.89%7q+1.1%+$1.1M
Ausbil Investment Management Ltd$2.1M58,0661.07%newNEW
Gradient Investments LLC$2.0M54,9740.03%3q+4.1%+$79.3K
AMERICAN NATIONAL BANK & TRUST$1.7M47,1880.16%6qHELD
MOODY NATIONAL BANK TRUST DIVISION$844.6K22,9500.07%32qHELD
GAMMA Investing LLC$826.3K22,4540.03%12q-11.0%-$102.0K
Farther Finance Advisors, LLC$711.2K19,3270.01%16q+2.1%+$14.3K
Martin Capital Partners, LLC$265.5K7,2140.10%6qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$252.8K6,8700.00%16q-6.1%-$16.6K
Avidian Wealth Enterprises, LLC$248.7K6,7590.01%2q+48.2%+$80.9K
Wedmont Private Capital$220.4K5,7370.01%3q-0.8%-$1.8K
Plan A Wealth LLC$213.8K5,8090.08%3q+14.3%+$26.7K
Versant Capital Management, Inc$88.3K2,3990.01%32q+131.3%+$50.1K
Olistico Wealth, LLC$38.9K1,0580.02%4qHELD
EASTERN BANK$36.8K1,0000.00%9qHELD
MassMutual Private Wealth & Trust, FSB$36.4K9890.00%27q-27.8%-$14.0K
Marquette Asset Management, LLC$24.7K6700.00%13qHELD
CoreCap Advisors, LLC$24.1K6560.00%11q-38.9%-$15.4K
Rosenberg Matthew Hamilton$23.2K6300.00%26qHELD
ATWOOD & PALMER INC$14.7K4000.00%32qHELD
Bank of New Hampshire$13.5K3670.00%6qHELD
ELEVATION WEALTH PARTNERS, LLC$7.4K2000.00%5q+77.0%+$3.2K
Mn Services Vermogensbeheer B.V.$7.0K190,3000.05%2qHELD
Grove Bank & Trust$7.0K1890.00%9qHELD
Planning Strategies Inc.$1.8K500.00%2q+25.0%
Davis Capital Management$1.0K280.00%5q+21.7%
Retirement Wealth Solutions LLC$33290.00%newNEW
CX Institutional$2697,3190.01%7q-4.2%
GILPIN WEALTH MANAGEMENT, LLC$25870.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213G/ACapital International Investors6.9%
2026-07-0813G/AT. Rowe Price Investment Management, Inc.10.2%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202627$112.3M3,051,6483950.0%
Q2 2026874$33.0B748,462,7871113341980.3%
Q1 2026834$28.9B666,649,2851162712350.3%
Q4 2025783$27.1B706,429,010692562120.2%
Q3 2025757$25.2B646,536,907932602120.6%
Q2 2025733$24.0B650,895,655992651970.5%
Q1 2025706$23.7B651,158,4191132381880.6%
Q4 2024656$20.3B636,975,665682341700.3%
Q3 2024625$18.0B607,291,857701812130.4%
Q2 2024641$18.8B605,663,448652261820.2%
Q1 2024654$16.9B591,966,948722002100.2%
Q4 2023634$16.9B590,901,901712041880.3%
Q3 2023600$15.4B573,071,412491792060.2%
Q2 2023611$16.5B565,265,038571762110.2%
Q1 2023607$16.9B574,449,004512031840.2%
Q4 2022637$17.2B571,122,001862021730.4%
Q3 2022586$16.1B568,755,714531731960.3%
Q2 2022612$16.7B560,949,970712051940.4%
Q1 2022615$17.3B563,384,547811961960.3%
Q4 2021590$16.2B577,049,037771851540.5%
Q3 2021521$14.2B574,457,126441871440.4%
Q2 2021537$13.2B537,360,379591771520.6%
Q1 2021533$11.9B523,121,381591821680.4%
Q4 2020553$11.3B518,107,181811481880.5%
Q3 2020508$10.1B513,650,446471561752.1%
Q2 2020530$9.2B479,881,605761422093.1%
Q1 2020537$6.6B422,273,892711971760.7%
Q4 2019582$11.8B432,483,924591732190.4%
Q3 2019591$12.5B414,232,224581892110.2%
Q2 2019621$11.8B410,640,013562042230.3%
Q1 2019653$12.3B399,307,083762222230.3%
Q4 2018628$11.8B418,164,344912110.2%