Position in D
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$16,047,330
-$120,021 QoQ
Shares Held
234,988
-10.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#169
of 1,540 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 13%
Shared 6%
None 81%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $535,341,028 across 37 Utilities - Regulated Electric names. D ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,531,453 | $222,185,628 | |
| 2 | DUK |
Duke Energy CORP
|
303,446 | $38,410,193 | |
| 3 | SO |
Southern Co
|
243,080 | $23,265,186 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
189,670 | $22,147,765 | |
| 5 | ED |
Consolidated Edison Inc
|
190,497 | $21,074,682 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,046 | $17,928,402 | |
| 7 | D |
Dominion Energy, Inc
This page
|
234,988 | $16,047,330 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
163,409 | $13,262,274 |
All Filings in D
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,047,330 | 234,988 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $16,167,351 | 261,523 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,115,531 | 275,056 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $15,187,164 | 248,278 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,038,945 | 248,389 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $14,690,282 | 261,999 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,445,073 | 305,330 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $17,984,651 | 311,207 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $15,446,025 | 315,225 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $15,347,967 | 312,014 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,043,036 | 298,788 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $11,864,977 | 265,614 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $12,754,685 | 246,277 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $13,775,720 | 246,391 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $12,383,021 | 201,941 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||