OneDigital Investment Advisors LLC
Position in ED — Consolidated Edison Inc
CIK 1690370
OVERLAND PARK, KS
Position in ED
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,678,912
+$187,027 QoQ
Shares Held
14,834
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED 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. ED ranks #4 (4.3% 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
This page
|
14,834 | $1,678,912 | |
| 5 | AEP |
American Electric Power Co Inc
|
12,555 | $1,645,709 | |
| 6 | D |
Dominion Energy, Inc
|
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 ED
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,678,912 | 14,834 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,491,885 | 15,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,539,061 | 15,311 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,584,626 | 15,791 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,832,255 | 16,568 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,392,166 | 15,602 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,664,830 | 15,988 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,360,793 | 15,218 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,176,352 | 12,954 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $611,227 | 6,719 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $344,343 | 4,026 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $366,120 | 4,050 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $386,698 | 4,042 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $354,743 | 3,722 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $324,172 | 3,780 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $298,043 | 3,134 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $271,731 | 2,870 | Shares | Sole | 2022-05-05 | |
| 2020-06-30 | $440,643 | 6,126 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $477,828 | 6,126 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||