Position in SO
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$23,265,186
-$1,001,678 QoQ
Shares Held
243,080
-3.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#201
of 2,367 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 30%
Shared 7%
None 64%
Common Shares in SO 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. SO ranks #3 (4.3% 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
This page
|
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
|
163,409 | $13,262,274 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,265,186 | 243,080 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $24,266,864 | 251,418 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $22,111,740 | 253,575 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $23,092,130 | 243,665 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,945,319 | 228,088 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $18,315,519 | 199,190 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $20,586,831 | 250,083 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $25,169,237 | 279,100 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $20,211,327 | 260,556 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $18,655,484 | 260,043 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,642,799 | 322,915 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $19,861,013 | 306,876 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $20,993,368 | 298,838 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $20,488,665 | 294,462 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $14,646,619 | 205,106 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||