13F

Stock

Centerpoint Energy Inc

CNP · held by 29 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$570.8M

Holders

29

+3 new · −1 exited

Holders’ est. mark

−$44M

Price effect on 8 books still in the name

Largest holder

$349.4M

MORGAN STANLEY

Holder count by quarter

Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY14.6M$349.4M—Held
BANK OF AMERICA CORP /DE/5.72M$127.9M—Held
BARCLAYS PLC10M$67.6M−$44.2MCut−$23.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)387.7K$15M—New
Swiss Life Asset Management Ltd105.5K$4.09M$89.3KAdded$2.5M
Hudson Bay Capital Management LP55.8K$2.17M—Held
Sanctuary Advisors, LLC36.8K$1.43M$75.6KAdded$81K
BOURNE LENT ASSET MANAGEMENT INC16.8K$650.5K—Held
Roehl & Yi Investment Advisors, LLC12.4K$481K$25.3KAdded$29.9K
ARKANSAS FINANCIAL GROUP, INC.11.4K$442.9K—New
Leonteq Securities AG9K$349.2K—New
Savant Capital, LLC8.72K$338.5K$17.9KAdded$17.6K
Allworth Financial LP8.65K$335.5K—Held
Strategic Investment Advisors / MI8.41K$326.2K—Held
IFP Advisors, Inc2.21K$85.7K—Held
Strategic Investment Solutions, Inc. /IL457$17.7K—Held
Medallion Wealth Advisors, LLC261$10.1K$573Added$650
MV CAPITAL MANAGEMENT, INC.194$7.53K—Held
Essential Partners LLC100$3.89K$189Added$616
KBC Group NV59.2K$2.3K—Held
Kilter Group LLC51$1.98K—Held
Clark Wealth Partners45$1.73K$72Added$72
Principia Wealth Advisory, LLC34$1.32K—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD29.5K$1.15K—Held
AllSquare Wealth Management LLC19$737—Held
Cape Investment Advisory, Inc.4$155—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.