OneDigital Investment Advisors LLC

Position in EIX — Edison International

CIK 1690370 OVERLAND PARK, KS

Position in EIX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$287,228

+$729 QoQ

Shares Held

3,858

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#746

of 1,069 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. EIX ranks #22 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,228	3,858	-1.5%	Shares	Sole	2026-08-07
2026-03-31	$286,499	3,915	+12.6%	Shares	Sole	2026-05-08
2025-12-31	$208,749	3,478	-4.3%	Shares	Sole	2026-02-13
2025-09-30	$200,998	3,636	-13.3%	Shares	Sole	2025-11-10
2025-06-30	$216,462	4,195	-0.7%	Shares	Sole	2025-08-07
2025-03-31	$248,937	4,225	+13.9%	Shares	Sole	2025-04-29
2024-12-31	$296,286	3,711	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$338,257	3,884	+7.3%	Shares	Sole	2024-11-06
2024-06-30	$260,024	3,621	-33.6%	Shares	Sole	2024-08-02
2023-12-31	$390,049	5,456	+74.9%	Shares	Sole	2024-02-13
2023-06-30	$216,684	3,120	-1.9%	Shares	Sole	2023-08-07
2023-03-31	$224,546	3,181	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.