Modera Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1542143 WESTWOOD, NJ

Position in DUK

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

Position Value

$3,524,999

-$203,124 QoQ

Shares Held

27,848

-2.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#624

of 2,452 holders

Holding Since

Jun 2023

13 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. DUK ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	54,771	$4,807,250
2	DUK	Duke Energy CORP This page	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	9,771	$667,261
7	ES	Eversource Energy	5,986	$432,608
8	ED	Consolidated Edison Inc	3,375	$373,376

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,524,999	27,848	-2.2%	Shares	Sole	2026-08-03
2026-03-31	$3,728,123	28,472	+0.9%	Shares	Sole	2026-05-06
2025-12-31	$3,306,962	28,214	+26.4%	Shares	Sole	2026-01-21
2025-09-30	$2,762,471	22,323	+1.8%	Shares	Sole	2025-10-31
2025-06-30	$2,587,740	21,930	+6.0%	Shares	Sole	2025-08-06
2025-03-31	$2,524,291	20,696	-4.6%	Shares	Sole	2025-05-08
2024-12-31	$2,336,341	21,685	-2.5%	Shares	Sole	2025-02-06
2024-09-30	$2,564,963	22,246	+2.7%	Shares	Sole	2024-10-24
2024-06-30	$2,170,280	21,653	+1.2%	Shares	Sole	2024-07-29
2024-03-31	$2,069,303	21,397	-7.3%	Shares	Sole	2024-05-14
2023-12-31	$2,239,392	23,077	-3.7%	Shares	Sole	2024-02-14
2023-09-30	$2,114,356	23,956	-36.7%	Shares	Sole	2023-11-30
2023-06-30	$3,394,864	37,830	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.