Position in ENIC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$305,849
-$32,783 QoQ
Shares Held
77,627
-7.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 83%
Shared 16%
None 1%
Common Shares in ENIC 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. ENIC ranks #32 (0.1% 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
|
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 ENIC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,849 | 77,627 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $338,632 | 84,237 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $338,239 | 86,951 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $296,824 | 81,770 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $262,410 | 80,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $227,841 | 79,112 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $208,396 | 74,694 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $251,333 | 89,762 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $220,088 | 72,160 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $184,083 | 56,816 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $167,755 | 56,674 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $189,450 | 56,892 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $153,608 | 56,892 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||