Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,266,864
+$2,155,124 QoQ
Shares Held
251,418
-0.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 70.42124462208415.ToString("F0")%
Shared 7.026852490204121.ToString("F0")%
None 22.551902887711737.ToString("F0")%
Common Shares in SO 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. SO ranks #5 (4.8% 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
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|
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 SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||