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Funds / Harrison Street Private Wealth LLC
Institutional Fund

Harrison Street Private Wealth LLC

Denver, COCIK 15428265 filings on record

Portfolio Value
$75.53M
Q1 2026
Holdings
21
Reported positions
New Buys
0
Opened this quarter
QoQ Change
No prior quarter

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Atmos Energy Corp6.6%
  • Centerpoint Energy Inc6.5%
  • Nextera Energy Inc6.4%
  • Williams Cos Inc6.3%
  • Union Pac Corp6.2%
  • Xcel Energy Inc6.0%
  • Other62.0%

Portfolio Holdings

21 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Atmos Energy Corp26.9K$4.96M6.6%+26.9KFirst Filing
2Centerpoint Energy Inc114.6K$4.95M6.5%+114.6KFirst Filing
3Nextera Energy Inc51.9K$4.82M6.4%+51.9KFirst Filing
4Williams Cos Inc65.1K$4.74M6.3%+65.1KFirst Filing
5Union Pac Corp19.4K$4.70M6.2%+19.4KFirst Filing
6Xcel Energy Inc57.5K$4.57M6.0%+57.5KFirst Filing
7Targa Res Corp17.9K$4.48M5.9%+17.9KFirst Filing
8Entergy Corp New35.9K$4.03M5.3%+35.9KFirst Filing
9Tc Energy Corp60.7K$3.79M5.0%+60.7KFirst Filing
10Pg&E Corp207.4K$3.64M4.8%+207.4KFirst Filing

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