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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
OAM
501
OP Asset Management
$235K +$239K +6,141 New
AWM
502
Apollon Wealth Management
South Carolina
$233K +$237K +6,078 New
BFG
503
Birch Financial Group
New Hampshire
$232K +$236K +6,062 New
OWA
504
One Wealth Advisors
California
$232K
BFIM
505
Beese Fulmer Investment Management
Ohio
$232K +$236K +6,057 +100%
HSA
506
HBK Sorce Advisory
Pennsylvania
$229K -$390 -10 -0.2%
SAM
507
Smithbridge Asset Management
Pennsylvania
$226K +$230K +5,900 New
AWA
508
Arkadios Wealth Advisors
Georgia
$226K -$11.1K -284 -5%
Luther King Capital Management (LKCM)
509
Luther King Capital Management (LKCM)
Texas
$225K +$3.94K +101 +2%
EWA
510
EverSource Wealth Advisors
Alabama
$225K -$11K -282 -5%
SOW
511
State of Wyoming
Wyoming
$221K -$8.85K -227 -4%
PFM
512
Patton Fund Management
Texas
$221K
FFN
513
Focus Financial Network
Minnesota
$219K -$39 -1 -0%
ACA
514
Atlas Capital Advisors
Wyoming
$216K +$219K +5,623 New
WCP
515
Wealthcare Capital Partners
Pennsylvania
$215K +$1.05K +27 +0.5%
TYCC
516
Texas Yale Capital Corp
Florida
$215K
PA
517
Parallel Advisors
California
$212K +$8.65K +222 +4%
LAM
518
Longboard Asset Management
Arizona
$211K
CWM
519
Cornerstone Wealth Management
Missouri
$210K
VFA
520
Valeo Financial Advisors
Indiana
$209K +$212K +5,446 New
FTWA
521
Fifth Third Wealth Advisors
Ohio
$207K -$7.37K -189 -3%
AIA
522
AssuredPartners Investment Advisors
Florida
$206K
IWC
523
Integrated Wealth Concepts
Massachusetts
$205K +$208K +5,346 New
CNB
524
Camden National Bank
Maine
$203K -$6.28K -161 -3%
PAM
525
Panagora Asset Management
Massachusetts
$203K +$206K +5,289 New