Capital International Investors Amends CenterPoint Energy Stake

TL;DR

**Big investor Capital International Investors still holds CenterPoint Energy shares, a good sign for stability.**

AI Summary

Capital International Investors, a Delaware-based investment firm, filed an amended SC 13G/A on February 9, 2024, indicating their ownership of CenterPoint Energy, Inc. common stock as of December 29, 2023. This filing updates their previous disclosures, confirming their continued significant, but passive, stake in the utility company. This matters to investors because it shows a major institutional investor maintains confidence in CenterPoint Energy, which can be a positive signal for the stock's stability.

Why It Matters

This filing confirms a major institutional investor's continued, passive ownership in CenterPoint Energy, signaling their long-term confidence in the company's stability and future prospects.

Risk Assessment

Risk Level: low — This filing is a routine update from a passive investor and does not indicate any immediate risks or significant changes in company control.

Analyst Insight

An investor should note that a large institutional investor like Capital International Investors maintains a position in CenterPoint Energy, suggesting a degree of stability and long-term confidence in the company, but this filing alone doesn't warrant immediate action.

Key Players & Entities

• Capital International Investors (company) — the investment firm filing the SC 13G/A
• CenterPoint Energy, Inc. (company) — the subject company whose stock is being reported
• Delaware (company) — state of incorporation for Capital International Investors
• December 29, 2023 (date) — date of the event requiring the filing
• February 9, 2024 (date) — date the SC 13G/A was filed

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 16KB
• 0001422848-24-000120.txt ( ) — 18KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4 ) * CenterPoint Energy, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 15189T107 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 15189T107 1. NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Capital International Investors 95-1411037 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 84,719,174 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 84,810,750 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 84,810,750 Beneficial ownership disclaimed pursuant to Rule 13d-4 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 13.5% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer CenterPoint Energy, Inc. (b) Address of Issuer's Principal Executive Offices 1111 Louisiana Street, Houston, TX 77002-5230 Item 2. (a) Name of Person Filing Capital International Investors (b) Address of Principal Business Office or, if None, Residence 333 South Hope Street, 55th Fl, Los Angeles, CA 90071 (c) Citizenship N/A (d) Title of Class of Securities Common Stock (e) CUSIP Number 15189T107 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J). Item 4. Ownership. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount Beneficially Owned: 84,810,750 ** (b) Percent of Class: 13.5% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 84,719,174 (ii) shared power to vote or to direct the vote 0 (iii) sole power to dispose or to direct the disposition of 84,810,750 (iv) shared power to dispose or to direct the disposition of 0 **Capital International Investors ("CII") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CII's divisions of each of the investment management entities collectively provide investment management services under the name "Capital International Investors." CII is deemed to be the beneficial owner of 84,810,750 shares or 13.5% of the 629,432,406 shares believed to be outstanding. Item 5. Ownership of Five Percent or Less of Class. If this statement is being filed to report the fact that as of the da