Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$970,335
+$115,927 QoQ
Shares Held
8,584
+10.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#414
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. AEE ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
161,372 | $15,444,914 | |
| 2 | DUK |
Duke Energy CORP
|
39,454 | $4,994,087 | |
| 3 | NEE |
Nextera Energy Inc
|
31,754 | $2,787,048 | |
| 4 | ED |
Consolidated Edison Inc
|
15,961 | $1,765,765 | |
| 5 | D |
Dominion Energy, Inc
|
25,364 | $1,732,107 | |
| 6 | AEP |
American Electric Power Co Inc
|
12,251 | $1,676,059 | |
| 7 | ETR |
Entergy Corp /De/
|
10,096 | $1,159,626 | |
| 8 | XEL |
Xcel Energy Inc
|
14,189 | $1,139,376 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,335 | 8,584 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $854,408 | 7,773 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $854,601 | 8,558 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $831,386 | 7,965 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $777,924 | 8,100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $811,131 | 8,079 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $671,848 | 7,537 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $672,217 | 7,686 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $542,498 | 7,629 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $511,655 | 6,918 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $516,507 | 7,140 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $417,850 | 5,584 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $449,593 | 5,505 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $497,260 | 5,756 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $452,336 | 5,087 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $327,516 | 4,066 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $352,223 | 3,898 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $365,382 | 3,897 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $344,913 | 3,875 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $325,620 | 4,020 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $307,193 | 3,838 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $320,314 | 3,937 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $281,952 | 3,612 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $285,557 | 3,611 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $399,855 | 5,683 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $413,820 | 5,682 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||