Corient Private Wealth LLC

Position in MGEE — Mge Energy Inc

CIK 1948780 MIAMI, FL

Position in MGEE

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$491,278

+$218,909 QoQ

Shares Held

6,025

+71.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#169

of 334 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $578,994,369 across 37 Utilities - Regulated Electric names. MGEE ranks #32 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,278	6,025	+71.0%	Shares	Sole	2026-08-17
2026-03-31	$272,369	3,524	+4.1%	Shares	Sole	2026-05-15
2025-12-31	$265,373	3,384	+3.1%	Shares	Sole	2026-03-09
2025-09-30	$276,194	3,281	-48.5%	Shares	Sole	2025-11-14
2025-06-30	$563,185	6,368	+98.8%	Shares	Sole	2025-09-26
2025-03-31	$297,750	3,203	-3.5%	Shares	Sole	2025-05-14
2024-12-31	$311,759	3,318	-9.1%	Shares	Sole	2025-02-10
2024-09-30	$333,792	3,650	+11.5%	Shares	Sole	2024-11-12
2024-06-30	$244,708	3,275	-0.5%	Shares	Sole	2024-08-13
2024-03-31	$258,988	3,290	+28.1%	Shares	Sole	2024-05-09
2023-06-30	$203,233	2,569	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.