Position in ED
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$373,376
-$19,471 QoQ
Shares Held
3,375
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#840
of 1,422 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Modera Wealth Management, LLC holds $12,835,676 across 9 Utilities - Regulated Electric names. ED ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
9,771 | $667,261 | |
| 7 | ES |
Eversource Energy
|
5,986 | $432,608 | |
| 8 | ED |
Consolidated Edison Inc
This page
|
3,375 | $373,376 |
All Filings in ED
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,376 | 3,375 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $392,847 | 3,471 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,250,637 | 12,592 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,246,448 | 12,400 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,244,239 | 12,399 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,409,911 | 12,749 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,237,887 | 13,873 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,296,939 | 12,455 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,113,726 | 12,455 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,139,756 | 12,551 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $514,071 | 5,651 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,726 | 2,569 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $348,853 | 3,859 | Shares | Sole | 2023-08-07 | |
| 2022-03-31 | $200,153 | 2,114 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $283,689 | 3,325 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||