CenterPoint Energy, Inc.
DE ˙ DB ˙ US15189T1079
36,52 € ↑0,01 (0,03%)
2026-05-27
DEL PRIS
SecurityDE:HOU / CenterPoint Energy, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership9,403 shares
Latest Disclosed Value $ 405,855
Sowell Financial Services LLC reports 58.35% decrease in ownership of HOU / CenterPoint Energy, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 9,403 shares of CenterPoint Energy, Inc. (DE:HOU) valued at $347,911 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 22,576 shares of CenterPoint Energy, Inc.. This represents a change in shares of -58.35% during the quarter. The current value of the position is $343,398 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F CENTERPOINT ENERGY COM 15189T107 9,403 -13,173 -58.35 406 -53.18 0.0150
2026-01-21 2025-12-31 13F CENTERPOINT ENERGY COM 15189T107 22,576 -5,331 -19.10 866 -20.06 0.0318
2025-10-17 2025-09-30 13F CENTERPOINT ENERGY COM 15189T107 27,907 -37 -0.13 1,083 5.46 0.0415
2025-07-14 2025-06-30 13F CENTERPOINT ENERGY COM 15189T107 27,944 -4,195 -13.05 1,027 -11.86 0.0418
2025-04-17 2025-03-31 13F CENTERPOINT ENERGY COM 15189T107 32,139 6,355 24.65 1,164 42.30 0.0530
2025-02-07 2024-12-31 13F CENTERPOINT ENERGY COM 15189T107 25,784 6,976 37.09 818 47.92 0.0430
2024-10-04 2024-09-30 13F CENTERPOINT ENERGY COM 15189T107 18,808 6,185 49.00 553 41.43 0.0257
2024-08-13 2024-06-30 13F CENTERPOINT ENERGY COM 15189T107 12,623 -513 -3.91 391 4.55 0.0187
2024-05-03 2024-03-31 13F CENTERPOINT ENERGY COM 15189T107 13,136 -533 -3.90 374 -4.35 0.0176
2024-01-24 2023-12-31 13F CENTERPOINT ENERGY COM 15189T107 13,669 13,669 391 0.0212
2022-02-09 2021-12-31 13F CENTERPOINT ENERGY INC COM Stock 15189T107 0 -11,436 -100.00 0 -100.00
2021-11-04 2021-09-30 13F CENTERPOINT ENERGY INC COM Stock 15189T107 11,436 -2,553 -18.25 281 -18.08 0.0190
2021-08-05 2021-06-30 13F CENTERPOINT ENERGY INC COM Stock 15189T107 13,989 -5,157 -26.94 343 -26.55 0.0227
2021-05-07 2021-03-31 13F CENTERPOINT ENERGY INC COM Stock 15189T107 19,146 10,640 125.09 467 153.80 0.0163
2021-01-13 2020-12-31 13F CENTERPOINT ENERGY INC COM COM 15189T107 8,506 4 0.05 184 11.52 0.0079
2020-11-12 2020-09-30 13F CENTERPOINT ENERGY INC COM COM 15189T107 8,502 486 6.06 165 10.00 0.0082
2020-08-13 2020-06-30 13F CENTERPOINT ENERGY INC COM Stock 15189T107 8,016 -13,275 -62.35 150 -54.41 0.0082
2020-05-12 2020-03-31 13F CENTERPOINT ENERGY INC COM Stock 15189T107 21,291 12,469 141.34 329 36.51 0.0243
2020-02-07 2019-12-31 13F CENTERPOINT ENERGY INC COM Stock 15189T107 8,822 -1,166 -11.67 241 -19.93 0.0184
2019-11-14 2019-09-30 13F CENTERPOINT ENERGY INC COM COM 15189T107 9,988 1,407 16.40 301 14.45 0.0249
2019-05-15 2019-03-31 13F CENTERPOINT ENERGY INC COM Stock 15189T107 8,581 75 0.88 263 9.58 0.0294
2019-03-05 2018-12-31 13F CENTERPOINT ENERGY COM 15189T107 8,506 -1,566 -15.55 240 -13.67 0.0340
2018-11-13 2018-09-30 13F CENTERPOINT ENERGY COM 15189T107 10,072 -3,255 -24.42 278 -26.06 0.0404
2018-08-14 2018-06-30 13F CENTERPOINT ENERGY COM 15189T107 13,327 4,850 57.21 376 74.07 0.0798
2018-05-10 2018-03-31 13F CENTERPOINT ENERGY COM 15189T107 8,477 8,477 216 0.0540
2017-11-07 2017-09-30 13F CENTERPOINT ENERGY COM 15189T107 0 -7,453 -100.00 0 -100.00
2017-08-14 2017-06-30 13F CENTERPOINT ENERGY COM 15189T107 7,453 -200 -2.61 217 1.40 0.0616
2017-05-31 2017-03-31 13F CENTERPOINT ENERGY COM 15189T107 7,653 4,129 117.17 214 132.61 0.0632
2017-02-27 2016-12-31 13F CenterPoint Energy COM 15189T107 3,524 3,524 92 0.0308
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.