HARRISON STREET PRIVATE WEALTH LLC

PrivateCIK: 1542826
Location

DENVER, CO

21
Positions
$75.53M
Total AUM (reported)
1M
Total Shares

Allocation by class

TOTAL AUM$75.53M21 positions
COM$75.53M100.0%

Portfolio Concentration

Top 319.5%4–1039.6%11–2540.9%TOP 1059.1%0%100%
Top 3$14.72M19.5%
4–10$29.95M39.6%
11–25$30.86M40.9%

Top 3 weight

19.5%

Top 10 weight

59.1%

Voting Authority Distribution

Total shares with voting rights: 1M

Sole

Full voting authority

1M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:

ATMOS ENERGY CORP

SOLE
COM
Shares26.86K
TypeSH
Market value$4.96M
6.57%
Sole
26.86K
Shared
0.00
None
0.00

CENTERPOINT ENERGY INC

SOLE
COM
Shares114.58K
TypeSH
Market value$4.95M
6.55%
Sole
114.58K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares51.85K
TypeSH
Market value$4.82M
6.38%
Sole
51.85K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares65.11K
TypeSH
Market value$4.74M
6.27%
Sole
65.11K
Shared
0.00
None
0.00

UNION PACIFIC CORP

SOLE
COM
Shares19.38K
TypeSH
Market value$4.70M
6.23%
Sole
19.38K
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares57.51K
TypeSH
Market value$4.57M
6.05%
Sole
57.51K
Shared
0.00
None
0.00

TARGA RESOURCES CORP

SOLE
COM
Shares17.85K
TypeSH
Market value$4.48M
5.93%
Sole
17.85K
Shared
0.00
None
0.00

ENTERGY CORP

SOLE
COM
Shares35.87K
TypeSH
Market value$4.03M
5.34%
Sole
35.87K
Shared
0.00
None
0.00

TC ENERGY CORP /CAD/

SOLE
COM
Shares60.69K
TypeSH
Market value$3.79M
5.02%
Sole
60.69K
Shared
0.00
None
0.00

P G & E CORP

SOLE
COM
Shares207.37K
TypeSH
Market value$3.64M
4.82%
Sole
207.37K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares37.11K
TypeSH
Market value$3.61M
4.77%
Sole
37.11K
Shared
0.00
None
0.00

CANADIAN NATL RAILWAY CO /CAD/

SOLE
COM
Shares34.34K
TypeSH
Market value$3.52M
4.66%
Sole
34.34K
Shared
0.00
None
0.00

AMERICAN ELECTRIC POWER

SOLE
COM
Shares26.69K
TypeSH
Market value$3.50M
4.63%
Sole
26.69K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM
Shares11.84K
TypeSH
Market value$3.36M
4.45%
Sole
11.84K
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares81.05K
TypeSH
Market value$3.33M
4.40%
Sole
81.05K
Shared
0.00
None
0.00

FERROVIAL SE /EUR/

SOLE
COM
Shares50.51K
TypeSH
Market value$3.23M
4.27%
Sole
50.51K
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares17.91K
TypeSH
Market value$3.09M
4.09%
Sole
17.91K
Shared
0.00
None
0.00

CONSOLIDATED EDISON INC

SOLE
COM
Shares23.13K
TypeSH
Market value$2.62M
3.47%
Sole
23.13K
Shared
0.00
None
0.00

AMEREN CORPORATION

SOLE
COM
Shares23.21K
TypeSH
Market value$2.55M
3.38%
Sole
23.21K
Shared
0.00
None
0.00

EXELON CORP

SOLE
COM
Shares30.62K
TypeSH
Market value$1.50M
1.99%
Sole
30.62K
Shared
0.00
None
0.00

FIRSTENERGY CORP

SOLE
COM
Shares11.10K
TypeSH
Market value$562.2K
0.74%
Sole
11.10K
Shared
0.00
None
0.00