OneDigital Investment Advisors LLC
Position in D — Dominion Energy, Inc
CIK 1690370
OVERLAND PARK, KS
Position in D
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,540,863
+$88,535 QoQ
Shares Held
24,925
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026OneDigital Investment Advisors LLC holds $38,675,392 across 24 Utilities - Regulated Electric names. D ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
154,834 | $14,944,577 | |
| 2 | DUK |
Duke Energy CORP
|
39,768 | $5,207,221 | |
| 3 | NEE |
Nextera Energy Inc
|
29,889 | $2,776,090 | |
| 4 | ED |
Consolidated Edison Inc
|
14,834 | $1,678,912 | |
| 5 | AEP |
American Electric Power Co Inc
|
12,555 | $1,645,709 | |
| 6 | D |
Dominion Energy, Inc
This page
|
24,925 | $1,540,863 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
14,542 | $1,177,174 | |
| 8 | ETR |
Entergy Corp /De/
|
10,280 | $1,155,060 |
All Filings in D
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,540,863 | 24,925 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,452,328 | 24,788 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,546,377 | 25,280 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,523,779 | 26,960 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,371,191 | 24,455 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,263,555 | 23,460 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,244,103 | 21,528 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,215,347 | 24,803 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $500,114 | 10,167 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $452,234 | 9,622 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $240,458 | 5,383 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,304 | 4,891 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $323,607 | 5,788 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $341,123 | 5,563 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $348,867 | 5,048 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $357,788 | 4,483 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $353,730 | 4,163 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $275,431 | 3,506 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $259,074 | 3,548 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $247,710 | 3,367 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $312,651 | 4,116 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $284,105 | 3,778 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $243,420 | 3,084 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||