Modera Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1542143 WESTWOOD, NJ

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$667,261

+$69,957 QoQ

Shares Held

9,771

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#749

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Modera Wealth Management, LLC holds $12,835,676 across 9 Utilities - Regulated Electric names. D ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	54,771	$4,807,250
2	DUK	Duke Energy CORP	27,848	$3,524,999
3	SO	Southern Co	11,360	$1,087,265
4	PEG	Public Service Enterprise Group Inc	11,657	$946,082
5	AEP	American Electric Power Co Inc	5,153	$704,981
6	D	Dominion Energy, Inc This page	9,771	$667,261
7	ES	Eversource Energy	5,986	$432,608
8	ED	Consolidated Edison Inc	3,375	$373,376

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,261	9,771	+1.1%	Shares	Sole	2026-08-03
2026-03-31	$597,304	9,662	+8.8%	Shares	Sole	2026-05-06
2025-12-31	$520,220	8,879	-7.6%	Shares	Sole	2026-01-21
2025-09-30	$587,660	9,607	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$547,565	9,688	+2.7%	Shares	Sole	2025-08-06
2025-03-31	$528,852	9,432	-6.7%	Shares	Sole	2025-05-08
2024-12-31	$544,632	10,112	+5.9%	Shares	Sole	2025-02-06
2024-09-30	$551,836	9,549	-8.0%	Shares	Sole	2024-10-24
2024-06-30	$508,326	10,374	-0.6%	Shares	Sole	2024-07-29
2024-03-31	$513,543	10,440	-5.5%	Shares	Sole	2024-05-14
2023-12-31	$519,303	11,049	-3.0%	Shares	Sole	2024-02-14
2023-09-30	$508,880	11,392	-47.1%	Shares	Sole	2023-11-30
2023-06-30	$1,114,727	21,524	+417.8%	Shares	Sole	2023-08-07
2023-03-31	$232,417	4,157	-20.9%	Shares	Sole	2023-05-05
2022-12-31	$322,236	5,255	+21.6%	Shares	Sole	2023-02-07
2022-09-30	$298,555	4,320	-10.2%	Shares	Sole	2022-11-01
2022-06-30	$383,965	4,811	+0.9%	Shares	Sole	2022-07-27
2022-03-31	$404,967	4,766	+40.5%	Shares	Sole	2022-05-03
2021-12-31	$266,554	3,393	+3.2%	Shares	Sole	2022-02-04
2021-09-30	$240,016	3,287	-6.9%	Shares	Sole	2021-11-04
2021-06-30	$259,628	3,529	+8.5%	Shares	Sole	2021-08-02
2021-03-31	$247,097	3,253	-3.9%	Shares	Sole	2021-04-29
2020-12-31	$254,627	3,386	+19.9%	Shares	Sole	2021-02-11
2020-09-30	$222,819	2,823	0.0%	Shares	Sole	2020-11-12
2020-06-30	$229,171	2,823	-8.1%	Shares	Sole	2020-08-12
2020-03-31	$221,839	3,073	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.