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CenterPoint Energy

772 hedge funds and large institutions have $25.4B invested in CenterPoint Energy in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 272 increasing their positions, 238 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 73

14% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 238

14% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $26.4M

4% more funds holding

Funds holding: 745772 (+27)

2.92% more ownership

Funds ownership: 98.61%101.53% (+2.9%)

2% more capital invested

Capital invested by funds: $25B → $25.4B (+$431M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
772
Holders Change
+27
Holders Change %
+3.62%
% of All Funds
9.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
111
Increased
272
Reduced
238
Closed
73
Calls
$30.2M
Puts
$26.4M
Net Calls
+$3.74M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$212M +$86.6M +2,220,758 +67%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$203M -$7.87M -201,806 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$178M +$108M +2,780,429 +148%
BC
29
Brookfield Corp
Ontario, Canada
$173M -$3.01M -77,097 -2%
ClearBridge Investments
30
ClearBridge Investments
New York
$172M +$11.7M +300,335 +7%
Charles Schwab
31
Charles Schwab
California
$162M +$824K +21,129 +0.5%
Raymond James Financial
32
Raymond James Financial
Florida
$157M -$15.4M -395,013 -9%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$151M -$1.62M -41,529 -1%
DPIM
34
Duff & Phelps Investment Management
Illinois
$146M +$3.23M +82,862 +2%
Cohen & Steers
35
Cohen & Steers
New York
$145M -$39.1M -1,003,855 -21%
Goldman Sachs
36
Goldman Sachs
New York
$142M +$18.9M +485,563 +15%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$140M -$30.5M -783,151 -18%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$126M +$186K +4,781 +0.1%
UBS AM
39
UBS AM
Illinois
$124M -$20.3M -521,990 -14%
MIM
40
Merewether Investment Management
Texas
$111M +$15.7M +403,500 +16%
N
41
Nuveen
North Carolina
$100M -$5.91M -151,610 -5%
EIP
42
Energy Income Partners
Connecticut
$82.9M +$2.59M +66,551 +3%
FGP
43
Freestone Grove Partners
California
$80.9M +$30.4M +779,258 +59%
First Trust Advisors
44
First Trust Advisors
Illinois
$74.9M -$885K -22,702 -1%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$73.6M -$16.5M -422,328 -18%
Swiss National Bank
46
Swiss National Bank
Switzerland
$68.6M -$3.61M -92,600 -5%
UM
47
UniSuper Management
Australia
$64.5M -$218K -5,584 -0.3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$63.2M -$3.55M -90,949 -5%
JP Morgan Chase
49
JP Morgan Chase
New York
$62.7M -$28.5M -731,397 -31%
AIM
50
Artemis Investment Management
United Kingdom
$61.2M +$30.5M +781,849 +96%