Filing Research | CNP - CENTERPOINT ENERGY INC Institutional Holdings

Snapshot holdings

50 / 205 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	2.8MSH	$121.4M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.0MSH	$45.8M
3	MIZUHO MARKETS AMERICAS LLC	Shares	373.6KSH	$16.5M
4	Assenagon Asset Management S.A.	Shares	321.9KSH	$14.2M
5	HENNESSY ADVISORS INC	Shares	314.4KSH	$13.8M
6	IFM Investors Pty Ltd	Shares	240.7KSH	$10.6M
7	Czech National Bank	Shares	186.2KSH	$8.2M
8	Y-Intercept (Hong Kong) Ltd	Shares	159.1KSH	$7.0M
9	Mirae Asset Global Investments Co., Ltd.	Shares	141.9KSH	$6.3M
10	QRG CAPITAL MANAGEMENT, INC.	Shares	125.6KSH	$5.5M
11	LBP AM SA	Shares	114.6KSH	$5.0M
12	Harrison Street Private Wealth LLC	Shares	106.5KSH	$4.7M
13	Police & Firemen's Retirement System of New Jersey	Shares	98.3KSH	$4.3M
14	PEAK FINANCIAL ADVISORS LLC	Shares	91.3KSH	$4.0M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	90.7KSH	$4.0M
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	89.3KSH	$3.9M
17	Swedbank AB	Shares	88.4KSH	$3.9M
18	LANARK FINANCIAL, INC.	Shares	86.4KSH	$3.8M
19	Northside Capital Management, LLC	Shares	81.5KSH	$3.6M
20	LINCOLN CAPITAL CORP	Shares	78.3KSH	$3.4M
21	Fideuram Asset Management (Ireland) dac	Shares	81.4KSH	$3.4M
22	AdvisorNet Financial, Inc	Shares	76.1KSH	$3.4M
23	Forum Financial Management, LP	Shares	70.0KSH	$3.1M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	68.9KSH	$3.0M
25	Gradient Investments LLC	Shares	52.8KSH	$2.3M
26	ABN AMRO INVESTMENT SOLUTIONS	Shares	51.1KSH	$2.2M
27	Palisade Asset Management, LLC	Shares	50.3KSH	$2.2M
28	AMERICAN NATIONAL BANK & TRUST	Shares	47.2KSH	$2.1M
29	MIZUHO SECURITIES USA LLC	Shares	39.5KSH	$1.7M
30	HARTFORD INVESTMENT MANAGEMENT CO	Shares	36.0KSH	$1.6M
31	Louisiana State Employees Retirement System	Shares	33.4KSH	$1.5M
32	Merit Financial Group, LLC	Shares	33.0KSH	$1.5M
33	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	28.8KSH	$1.3M
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	27.0KSH	$1.2M
35	GREENLEAF TRUST	Shares	25.9KSH	$1.1M
36	GAMMA Investing LLC	Shares	25.2KSH	$1.1M
37	LOUISBOURG INVESTMENTS INC.	Shares	32.3KSH	$1.1M
38	TI-TRUST, INC	Shares	24.7KSH	$1.1M
39	Crossmark Global Holdings, Inc.	Shares	23.9KSH	$1.1M
40	Sequoia Financial Advisors, LLC	Shares	23.8KSH	$1.0M
41	Avanza Fonder AB	Shares	23.1KSH	$1.0M
42	MOODY NATIONAL BANK TRUST DIVISION	Shares	22.9KSH	$1.0M
43	Aspire Private Capital, LLC	Shares	21.2KSH	$934.4K
44	THREADGILL FINANCIAL, LLC	Shares	19.2KSH	$843.5K
45	NAPLES GLOBAL ADVISORS, LLC	Shares	19.1KSH	$843.3K
46	Venturi Wealth Management, LLC	Shares	19.0KSH	$835.6K
47	Farther Finance Advisors, LLC	Shares	18.9KSH	$834.9K
48	PensionDanmark Pensionsforsikringsaktieselskab	Shares	18.9KSH	$832.4K
49	SECURIAN ASSET MANAGEMENT, INC	Shares	17.4KSH	$750.2K
50	J.W. COLE ADVISORS, INC.	Shares	16.8KSH	$738.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 216 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+703.9K	+$32.8M	$121.4M
2	Assenagon Asset Management S.A. added	Shares	+297.7K	+$13.1M	$14.2M
3	MIZUHO MARKETS AMERICAS LLC added	Shares	+199.5K	+$8.9M	$16.5M
4	LBP AM SA new	Shares	+114.6K	+$5.0M	$5.0M
5	QRG CAPITAL MANAGEMENT, INC. added	Shares	+114.1K	+$5.0M	$5.5M
6	Y-Intercept (Hong Kong) Ltd added	Shares	+96.1K	+$4.3M	$7.0M
7	Fideuram Asset Management (Ireland) dac new	Shares	+81.4K	+$3.4M	$3.4M
8	IFM Investors Pty Ltd added	Shares	+44.9K	+$2.2M	$10.6M
9	Swedbank AB added	Shares	+32.9K	+$1.5M	$3.9M
10	PEAK FINANCIAL ADVISORS LLC added	Shares	+21.3K	+$1.0M	$4.0M
11	Avanza Fonder AB added	Shares	+20.0K	+$883.9K	$1.0M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+14.0K	+$730.8K	$6.3M
13	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+14.2K	+$659.4K	$2.2M
14	Czech National Bank added	Shares	+8.4K	+$526.2K	$8.2M
15	Curated Wealth Partners LLC new	Shares	+50.8K	+$433.8K	$433.8K
16	Gradient Investments LLC added	Shares	+7.3K	+$361.7K	$2.3M
17	Martin Capital Partners, LLC added	Shares	+69	+$317.5K	$317.8K
18	Wealth Science Advisors LLC new	Shares	+6.2K	+$275.2K	$275.2K
19	PFG Advisors new	Shares	+6.1K	+$270.8K	$270.8K
20	EVERPAR ADVISORS LLC new	Shares	+5.9K	+$260.1K	$260.1K
21	Envestnet Portfolio Solutions, Inc. new	Shares	+5.8K	+$255.2K	$255.2K
22	Hibernia Wealth Partners, LLC new	Shares	+5.2K	+$229.1K	$229.1K
23	GRIMES & Co WEALTH MANAGEMENT, LLC new	Shares	+4.6K	+$203.3K	$203.3K
24	FLYNN ZITO CAPITAL MANAGEMENT, LLC new	Shares	+4.6K	+$202.2K	$202.2K
25	Avidian Wealth Enterprises, LLC new	Shares	+4.6K	+$200.9K	$200.9K
26	Apollon Wealth Management, LLC added	Shares	+3.5K	+$158.7K	$457.8K
27	AdvisorNet Financial, Inc added	Shares	+2.0K	+$153.7K	$3.4M
28	GAMMA Investing LLC added	Shares	+2.5K	+$130.1K	$1.1M
29	Sequoia Financial Advisors, LLC added	Shares	+2.1K	+$109.7K	$1.0M
30	SIGNATUREFD, LLC added	Shares	+2.1K	+$95.6K	$319.8K
31	BENJAMIN EDWARDS INC added	Shares	+1.8K	+$86.0K	$495.7K
32	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+1.3K	+$81.5K	$1.3M
33	Northside Capital Management, LLC added	Shares	+210	+$80.8K	$3.6M
34	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.6K	+$80.6K	$510.1K
35	Tema ETFs LLC added	Shares	+1.3K	+$69.1K	$639.2K
36	SBI Okasan Asset Management Co.Ltd. added	Shares	+1.5K	+$68.7K	$141.8K
37	Forum Financial Management, LP unchanged	Shares	0	+$61.6K	$3.1M
38	LINCOLN CAPITAL CORP trimmed	Shares	-273	+$57.1K	$3.4M
39	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-548	+$54.9K	$3.9M
40	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+567	+$48.2K	$1.2M
41	Palisade Asset Management, LLC unchanged	Shares	0	+$44.3K	$2.2M
42	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$41.5K	$2.1M
43	Farther Finance Advisors, LLC added	Shares	+507	+$37.8K	$834.9K
44	Crossmark Global Holdings, Inc. added	Shares	+343	+$35.8K	$1.1M
45	Owl Creek Wealth Partners LLC added	Shares	+767	+$34.1K	$48.3K
46	Louisiana State Employees Retirement System added	Shares	+100	+$33.7K	$1.5M
47	TECTONIC ADVISORS LLC added	Shares	+368	+$29.5K	$680.6K
48	LANARK FINANCIAL, INC. trimmed	Shares	-1.2K	+$24.5K	$3.8M
49	TI-TRUST, INC unchanged	Shares	0	+$21.7K	$1.1M
50	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$20.2K	$1.0M

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