Position in ED
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$21,074,682
-$8,607,678 QoQ
Shares Held
190,497
-27.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#139
of 1,428 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 9%
Shared 2%
None 89%
Common Shares in ED 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. ED ranks #5 (3.9% 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
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|
190,497 | $21,074,682 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,046 | $17,928,402 | |
| 7 | D |
Dominion Energy, Inc
|
234,988 | $16,047,330 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
163,409 | $13,262,274 |
All Filings in ED
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,074,682 | 190,497 | Shares | Other | 2026-08-27 | |
| 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. | ||||||