Corient Private Wealth LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1948780
MIAMI, FL
Position in PEG
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$13,262,274
-$3,879,697 QoQ
Shares Held
163,409
-22.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#170
of 1,308 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 46%
Shared 3%
None 50%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $535,341,028 across 37 Utilities - Regulated Electric names. PEG ranks #8 (2.5% 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
This page
|
163,409 | $13,262,274 |
All Filings in PEG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,262,274 | 163,409 | Shares | Other | 2026-08-27 | |
| 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. | ||||||