Position in ES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$432,608
+$17,968 QoQ
Shares Held
5,986
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#621
of 1,109 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES 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. ES ranks #7 (3.4% 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
This page
|
5,986 | $432,608 | |
| 8 | ED |
Consolidated Edison Inc
|
3,375 | $373,376 |
All Filings in ES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,608 | 5,986 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $414,640 | 5,985 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $446,061 | 6,625 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $427,693 | 6,012 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $389,354 | 6,120 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $376,572 | 6,063 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $353,768 | 6,160 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $411,634 | 6,049 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $364,815 | 6,433 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $385,217 | 6,445 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $403,031 | 6,530 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $371,229 | 6,384 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $389,563 | 5,493 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $379,952 | 4,855 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $407,043 | 4,855 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $381,302 | 4,891 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $411,875 | 4,876 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $431,160 | 4,889 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $572,264 | 6,290 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||