HOUSTON, April 6, 2026, 16:07 CDT
CenterPoint Energy caught a split response from big investors over the weekend as fresh fourth-quarter Form 13F filings revealed Aberdeen Group plc and Stratos Investment Management trimmed holdings, but Allspring Global Investments Holdings picked up more shares. MarketBeat
These disclosures draw attention partly because Form 13F filings, the SEC’s quarterly snapshot of U.S. equity stakes held by big money managers, are out with CenterPoint stock still hanging near $43.59 as of Monday. The utility is set to release first-quarter numbers on April 23. Focus for investors: whether Houston’s growing power demand is still carrying through to the bottom line. SEC
A Jan. 16 SEC filing detailing holdings as of Dec. 31 revealed Aberdeen had 1.31 million CenterPoint shares, valued near $50.1 million. That marks an 8.9% drop from the previous quarter, following the sale of 127,080 shares, according to weekend reports. SEC
Allspring took a different tack. The Jan. 15 filing listed 443,406 shares valued at roughly $17.2 million. Reports out Saturday noted the Charlotte-based firm picked up 69,700 shares during the quarter. SEC
Stratos trimmed its holding in CenterPoint by 71.4%, unloading 42,608 shares, according to a Sunday report. That left the firm with 17,107 shares valued near $656,000 at quarter’s end. MarketBeat
CenterPoint’s story remains more solid than headline-grabbing. The Houston-based utility reported adjusted earnings per share of 45 cents for the fourth quarter back in February—this metric leaves out certain one-offs. For 2026, management kept guidance steady at $1.89 to $1.91 a share. Meanwhile, a rising wave of electricity demand in Houston prompted CenterPoint to bump its 2026-2035 capital spending plan up to $65.5 billion. CenterPoint Energy, Inc.,
Chief Executive Jason Wells pointed to bigger projects as a way to “keep our rates affordable.” CenterPoint is looking at a projected 50% jump in peak power demand by 2029, two years ahead of its earlier estimate, Reuters reported. Reuters
Shares traded around $43.59 on Monday, just shy of the 52-week high at $44.39. CenterPoint stays in the mix among regulated utilities investors favor, as they look for companies able to convert surging power needs—driven by data centers and AI projects—into fresh network investments. MarketBeat
The filings only go so far—they reflect positions held as of Dec. 31, leaving out any moves Aberdeen, Allspring or Stratos might have made since. CenterPoint isn’t out of the woods on routine utility headwinds, either: weather, rising costs, and debt service remain in play. In its fourth-quarter update, the company flagged higher interest expense as a factor weighing on year-over-year results. SEC
Investors get their next key update on April 23, when CenterPoint posts first-quarter results at 7 a.m. Central. The figures could offer more meaningful clues than the recent batch of portfolio disclosures about whether the stock has room to climb. CenterPoint Energy, Inc.,
