Position in EXC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$209,229
-$39,399 QoQ
Shares Held
4,488
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#940
of 1,279 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC 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. EXC ranks #15 (3.5% 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 EXC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,229 | 4,488 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $248,628 | 5,072 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $215,508 | 4,944 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $211,547 | 4,700 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||