Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,244,032
+$15,331,799 QoQ
Shares Held
535,374
+113.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 84.81962242294932.ToString("F0")%
Shared 1.9890295682095966.ToString("F0")%
None 13.191348008841079.ToString("F0")%
Common Shares in EXC 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. EXC ranks #4 (5.2% 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
This page
|
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 EXC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,244,032 | 535,374 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,912,233 | 250,338 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $10,391,817 | 230,878 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,799,848 | 225,699 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $9,969,637 | 216,355 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,904,925 | 210,014 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $8,739,213 | 215,517 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $7,540,341 | 217,866 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $8,226,552 | 218,966 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,231,546 | 229,291 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $9,150,281 | 242,135 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $10,191,396 | 250,157 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $10,588,409 | 252,767 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $9,235,742 | 213,642 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||