Position in HE
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$6,632,797
+$1,496,600 QoQ
Shares Held
490,229
+41.6% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 337 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $534,989,916 across 36 Utilities - Regulated Electric names. HE ranks #21 (1.2% 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
|
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 HE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,632,797 | 490,229 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $5,136,197 | 346,105 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,425,902 | 115,927 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $635,239 | 57,540 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $411,656 | 38,726 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $242,344 | 22,132 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $333,679 | 34,471 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,380 | 53,479 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $143,467 | 12,730 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $194,729 | 13,723 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||