Position in NGG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,118,413
+$594,250 QoQ
Shares Held
84,142
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 16.43711576037745.ToString("F0")%
Shared 2.2768431587475573.ToString("F0")%
None 81.286041080875.ToString("F0")%
Common Shares in NGG 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. NGG ranks #18 (1.4% 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 NGG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,118,413 | 84,142 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,524,163 | 84,346 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $6,173,243 | 84,949 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,239,203 | 83,849 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $5,498,773 | 83,810 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,211,193 | 87,701 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,753,391 | 96,934 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,419,458 | 95,413 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,322,697 | 92,681 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,454,698 | 94,936 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,692,550 | 93,890 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,331,511 | 94,037 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,428,522 | 94,551 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,119,117 | 84,866 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||