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CenterPoint Energy
CNP

Overview Fund Activity

624 hedge funds and large institutions have $16.8B invested in CenterPoint Energy in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 213 increasing their positions, 202 reducing their positions, and 56 closing their positions.

Holders
624
Holders Change
+28
Holders Change %
+4.7%
% of All Funds
9.15%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
91
Increased
213
Reduced
202
Closed
56
Calls
$50.5M
Puts
$4.02M
Net Calls
+$46.5M
Net Calls Change
+$40M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$484M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$701M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$480M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Goldman Sachs
5
Goldman Sachs
New York
$142M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$16.5M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$39M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$85.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$485M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
601
Financial Management Professionals
Texas
$1K 38 – –
CA
602
Centerpoint Advisors
Massachusetts
$1K 25 – –
AW
603
Avion Wealth
Texas
$1K 38 +4 +12%
CAL
604
Capital Analysts LLC
Pennsylvania
$1K 25 +25 New
PWA
605
Provenance Wealth Advisors
Florida
$971 34 -1 -3%
SFA
606
Semmax Financial Advisors
North Carolina
$845 31 – –
PMFA
607
Plante Moran Financial Advisors
Michigan
$743 26 +26 New
FGAM
608
Financial Gravity Asset Management
Texas
$644 24 +12 +100%
BHWM
609
Beaird Harris Wealth Management
Texas
$600 21 +21 New
AWM
610
AllSquare Wealth Management
New York
$543 19 – –
AssetMark Inc
611
AssetMark Inc
California
$543 19 +19 New
AWM
612
Avior Wealth Management
Nebraska
$524 18 – –
CFS
613
CGC Financial Services
Oregon
$514 18 – –
SWA
614
SOA Wealth Advisors
New York
$429 15 – –
VWA
615
Valued Wealth Advisors
Utah
$403 15 +15 New
TWD
616
True Wealth Design
Ohio
$372 13 – –
CWC
617
Carolinas Wealth Consulting
North Carolina
$371 13 – –
HWP
618
Highline Wealth Partners
California
$314 11 – –
WA
619
WestEnd Advisors
North Carolina
$257 9 -7 -44%
AWM
620
Abound Wealth Management
Tennessee
$234 8 – –
TCOV
621
Trust Company of Vermont
Vermont
$229 8 -5,992 -100%
TWP
622
TFO Wealth Partners
Ohio
$171 6 – –
CTWM
623
Cherry Tree Wealth Management
Minnesota
$143 5 – –
RS
624
Rakuten Securities
Japan
$57 2 +2 New
DWM
625
Dogwood Wealth Management
Kansas
– – – –
23 24
25
26 27