Position in SO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$500,842
+$51,066 QoQ
Shares Held
5,189
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,280,383 across 16 Utilities - Regulated Electric names. SO ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,930 | $550,777 | |
| 2 | SO |
Southern Co
This page
|
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 SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $500,842 | 5,189 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $449,776 | 5,158 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $530,712 | 5,600 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $487,525 | 5,309 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $424,900 | 4,621 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $366,817 | 4,456 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $361,802 | 4,012 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $303,065 | 3,907 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $248,148 | 3,459 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $256,779 | 3,662 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $210,793 | 3,257 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $222,762 | 3,171 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $200,738 | 2,885 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||