Position in ED
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,682,360
+$15,888,898 QoQ
Shares Held
262,258
+88.8% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88.46116067424848.ToString("F0")%
Shared 1.3943636107398028.ToString("F0")%
None 10.144475715011723.ToString("F0")%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Corient Private Wealth LLC holds $506,874,224 across 36 Utilities - Regulated Electric names. ED ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,913,940 | $177,766,746 | |
| 2 | DUK |
Duke Energy CORP
|
296,553 | $38,830,649 | |
| 3 | ED |
Consolidated Edison Inc
This page
|
262,258 | $29,682,360 | |
| 4 | EXC |
Exelon Corp
|
535,374 | $26,244,032 | |
| 5 | SO |
Southern Co
|
251,418 | $24,266,864 | |
| 6 | AEP |
American Electric Power Co Inc
|
165,683 | $21,717,726 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
211,760 | $17,141,971 | |
| 8 | D |
Dominion Energy, Inc
|
261,523 | $16,167,351 |
All Filings in ED
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,682,360 | 262,258 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,793,462 | 138,879 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $13,387,955 | 133,187 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $13,971,729 | 139,230 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $15,326,666 | 138,590 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,734,903 | 131,513 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $13,745,784 | 132,006 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $14,566,249 | 162,897 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $14,606,333 | 160,845 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,957,592 | 175,416 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,342,610 | 167,691 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $14,745,686 | 163,116 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $15,192,586 | 158,802 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,839,487 | 145,205 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||