Ceredex Value Advisors Reduces Stake in CenterPoint Energy

Institutional investor trims position in utility company by over a third

Published on Mar. 10, 2026

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Ceredex Value Advisors LLC, an investment management firm, has reduced its holdings in CenterPoint Energy, Inc. (NYSE:CNP) by 38.5% in the third quarter, according to a recent SEC filing. The firm now owns 537,450 shares of the utilities provider's stock, down from 874,100 shares previously.

Why it matters

This transaction provides insight into the investment strategy and portfolio adjustments of Ceredex Value Advisors, a prominent institutional investor. Changes in major shareholders' positions can signal shifts in market sentiment or outlook for a particular stock.

The details

Ceredex Value Advisors sold 336,650 shares of CenterPoint Energy during the third quarter, reducing its total stake in the company to around 0.08%. The firm cited unspecified reasons for the portfolio adjustment, which came as CenterPoint Energy's stock price hovered in the $40 range.

  • Ceredex Value Advisors filed the 13F report disclosing the position change on March 10, 2026.
  • The reduction in Ceredex's CenterPoint Energy holdings occurred during the third quarter of the previous year.

The players

Ceredex Value Advisors LLC

An investment management firm that oversees a portfolio of equity securities.

CenterPoint Energy, Inc.

A Houston-based regulated utility company that provides electric and natural gas delivery services.

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The takeaway

This transaction reflects Ceredex Value Advisors' portfolio rebalancing, potentially in response to market conditions or the firm's investment outlook. As a major shareholder, Ceredex's moves can influence sentiment around CenterPoint Energy's stock.