Position in ES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$775,746
+$34,520 QoQ
Shares Held
10,734
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#497
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES 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. ES ranks #13 (2.0% 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 ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,746 | 10,734 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $741,226 | 10,699 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $792,137 | 11,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $840,661 | 11,817 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $802,566 | 12,615 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $763,394 | 12,291 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $661,191 | 11,513 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $846,269 | 12,436 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $715,056 | 12,609 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $791,653 | 13,245 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $731,505 | 11,852 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $643,546 | 11,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $808,558 | 11,401 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $863,755 | 11,037 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $830,351 | 9,904 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $711,151 | 9,122 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $529,542 | 6,269 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $547,836 | 6,212 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $549,792 | 6,043 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $521,710 | 6,381 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $500,456 | 6,237 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $480,054 | 5,544 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $501,325 | 5,795 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $501,634 | 6,004 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $495,123 | 5,946 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $528,386 | 6,756 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||