Position in EMA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$326,285
+$105,267 QoQ
Shares Held
6,154
+44.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 220 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 15%
Shared 2%
None 82%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $578,994,369 across 37 Utilities - Regulated Electric names. EMA ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,602,633 | $228,433,098 | |
| 2 | DUK |
Duke Energy CORP
|
320,034 | $40,509,903 | |
| 3 | SO |
Southern Co
|
271,260 | $25,962,294 | |
| 4 | ED |
Consolidated Edison Inc
|
229,747 | $25,416,910 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
202,908 | $23,693,567 | |
| 6 | AEP |
American Electric Power Co Inc
|
162,480 | $22,228,888 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
252,520 | $20,494,523 | |
| 8 | D |
Dominion Energy, Inc
|
410,701 | $17,948,380 |
All Filings in EMA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,285 | 6,154 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $221,018 | 4,261 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||