Corient Private Wealth LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1948780
MIAMI, FL
Position in PEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,141,971
+$809,273 QoQ
Shares Held
211,760
+4.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88.72195111383122.ToString("F0")%
Shared 2.893307263598598.ToString("F0")%
None 8.38474162257018.ToString("F0")%
Common Shares in PEG 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. PEG ranks #7 (3.4% 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
This page
|
211,760 | $17,141,971 | |
| 8 | D |
Dominion Energy, Inc
|
261,523 | $16,167,351 |
All Filings in PEG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,141,971 | 211,760 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,332,698 | 203,396 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $16,533,174 | 198,097 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,865,125 | 200,346 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $14,216,830 | 172,744 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,809,236 | 175,278 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $22,160,655 | 248,410 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $13,249,490 | 179,776 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $10,766,471 | 161,223 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,695,501 | 174,906 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $9,820,445 | 172,561 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $8,859,126 | 141,497 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $9,783,228 | 156,657 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,899,111 | 128,923 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||