Position in D
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$267,969
+$38,803 QoQ
Shares Held
3,924
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,071
of 1,537 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DRIVE WEALTH MANAGEMENT, LLC holds $6,063,743 across 16 Utilities - Regulated Electric names. D ranks #12 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
5,510 | $609,570 | |
| 2 | EIX |
Edison International
|
8,099 | $602,970 | |
| 3 | PCG |
PG&E Corp
|
34,569 | $581,450 | |
| 4 | NEE |
Nextera Energy Inc
|
6,393 | $561,113 | |
| 5 | SO |
Southern Co
|
5,331 | $510,229 | |
| 6 | DUK |
Duke Energy CORP
|
3,369 | $426,447 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,113 | $425,888 | |
| 8 | AEE |
Ameren Corp
|
3,302 | $373,257 |
All Filings in D
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,969 | 3,924 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $229,166 | 3,707 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $213,853 | 3,650 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $229,876 | 3,758 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $203,245 | 3,596 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||