Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$177,766,746
+$13,169,546 QoQ
Shares Held
1,913,940
-6.7% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 78.68611689033463.ToString("F0")%
Shared 3.413078609719026.ToString("F0")%
None 17.900804499946346.ToString("F0")%
Common Shares in NEE 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. NEE ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
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 NEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,766,746 | 1,913,940 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $164,597,200 | 2,050,289 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $157,440,582 | 2,085,582 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $134,029,539 | 1,930,705 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $140,765,066 | 1,985,683 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $173,118,086 | 2,414,815 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $211,587,972 | 2,503,111 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $164,267,656 | 2,319,837 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $157,342,968 | 2,461,946 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $153,708,825 | 2,530,603 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $192,478,186 | 3,359,717 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $285,230,438 | 3,844,076 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $281,912,237 | 3,657,398 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $128,458,839 | 1,536,589 | Shares | Defined | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||