Position in NEE
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$550,777
+$90,774 QoQ
Shares Held
5,930
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,280,383 across 16 Utilities - Regulated Electric names. NEE ranks #1 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,930 | $550,777 | |
| 2 | SO |
Southern Co
|
5,189 | $500,842 | |
| 3 | PCG |
PG&E Corp
|
28,360 | $498,284 | |
| 4 | ED |
Consolidated Edison Inc
|
4,129 | $467,319 | |
| 5 | DUK |
Duke Energy CORP
|
3,382 | $442,838 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,962 | $388,258 | |
| 7 | EIX |
Edison International
|
5,119 | $374,607 | |
| 8 | AEE |
Ameren Corp
|
3,350 | $368,231 |
All Filings in NEE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $550,777 | 5,930 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $460,003 | 5,730 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $416,553 | 5,518 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $375,631 | 5,411 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $385,428 | 5,437 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $431,860 | 6,024 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $450,713 | 5,332 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $367,291 | 5,187 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $241,004 | 3,771 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $293,252 | 4,828 | Shares | Sole | 2024-01-22 | |
| 2023-06-30 | $330,709 | 4,457 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $361,273 | 4,687 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $370,515 | 4,432 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $265,025 | 3,380 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $200,156 | 2,584 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $214,824 | 2,536 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||