Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,087,265
-$81,013 QoQ
Shares Held
11,360
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#982
of 2,360 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO 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. SO ranks #3 (8.5% 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
This page
|
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 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,265 | 11,360 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,168,278 | 12,104 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $894,410 | 10,257 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $957,840 | 10,107 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $962,194 | 10,478 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $989,841 | 10,765 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $980,678 | 11,913 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $806,119 | 8,939 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $701,853 | 9,048 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $640,207 | 8,924 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $623,717 | 8,895 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $632,249 | 9,769 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,134,678 | 16,152 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $287,156 | 4,127 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $351,408 | 4,921 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $373,864 | 5,498 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $430,641 | 6,039 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $355,879 | 4,908 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $282,206 | 4,115 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $252,341 | 4,072 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $221,103 | 3,654 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $226,884 | 3,650 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $228,642 | 3,722 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||