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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
EFS
476
Essex Financial Services
Connecticut
$275K -$69.8K -1,790 -20%
SC
477
Savant Capital
Illinois
$273K -$62.8K -1,610 -18%
EFG
478
Ethos Financial Group
Pennsylvania
$272K
MCP
479
Martin Capital Partners
Oregon
$271K +$117 +3 +0%
CCM
480
Coldstream Capital Management
Washington
$265K +$1.6K +41 +0.6%
BONST
481
Bank of Nova Scotia Trust
Ontario, Canada
$265K +$269K +6,906 New
AI
482
Accredited Investors
Minnesota
$263K +$267K +6,847 New
BOS
483
Bank of Stockton
California
$261K
GS
484
GTS Securities
New York
$258K -$320K -8,208 -55%
LFA
485
Legacy Financial Advisors
Kentucky
$257K -$4.09K -105 -2%
CG
486
Clarus Group
Texas
$255K +$936 +24 +0.4%
JSW
487
Journey Strategic Wealth
New Jersey
$254K +$32.4K +830 +14%
MOS
488
MGO One Seven
Ohio
$251K -$624 -16 -0.2%
SB
489
Simmons Bank
Arkansas
$249K
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$248K -$2.65K -68 -1%
CI
491
CX Institutional
Indiana
$245K +$27.4K +702 +12%
Wellington Management Group
492
Wellington Management Group
Massachusetts
$243K -$53.8K -1,380 -18%
CI
493
Cigna Investments
Connecticut
$243K
RCM
494
Raleigh Capital Management
North Carolina
$242K -$3.27K -84 -1%
EI
495
Ethic Inc
New York
$241K +$41.8K +1,072 +21%
EWA
496
EP Wealth Advisors
California
$240K +$244K +6,272 New
AIP
497
Ameritas Investment Partners
Nebraska
$240K
RWPA
498
Richard W. Paul & Associates
Michigan
$238K -$18.9K -485 -7%
BCM
499
Brookstone Capital Management
Illinois
$237K +$18.5K +474 +8%
MIM
500
MTM Investment Management
South Carolina
$236K