OneDigital Investment Advisors LLC
Position in D — Dominion Energy, Inc
CIK 1690370
OVERLAND PARK, KS
Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,732,107
+$191,244 QoQ
Shares Held
25,364
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#484
of 1,542 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. D ranks #5 (4.4% 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
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|
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 D
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,732,107 | 25,364 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||