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CenterPoint Energy shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of CenterPoint Energy (CNP) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in CenterPoint Energy

Tip: Access up to 7 years of quarterly data

All positions including CenterPoint Energy held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CenterPoint Energy by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $356k 8.2k 43.16
2025-09-30 $481k 12k 38.80
2025-06-30 $451k 12k 36.74
2025-03-31 $445k 12k 36.23
2024-12-31 $390k 12k 31.73

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Top funds holding CenterPoint Energy

Vanguard Group
Capital Research Global Investors
T. Rowe Price Investment Management
BlackRock
Vanguard Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Deutsche Bank Aktiengesellschaft
Robeco Investment Management
Neuberger Berman Group
Morgan Stanley
Invesco

View all funds holding CenterPoint Energy