OneDigital Investment Advisors LLC

Position in ETR — Entergy Corp /De/

CIK 1690370 OVERLAND PARK, KS

Position in ETR

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,155,060

+$177,336 QoQ

Shares Held

10,280

-2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Utilities · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $38,675,392 across 24 Utilities - Regulated Electric names. ETR ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	24,925	$1,540,863
7	PEG	Public Service Enterprise Group Inc	14,542	$1,177,174
8	ETR	Entergy Corp /De/ This page	10,280	$1,155,060

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,155,060	10,280	-2.8%	Shares	Sole	2026-05-08
2025-12-31	$977,724	10,578	+92.9%	Shares	Sole	2026-02-13
2025-09-30	$511,147	5,485	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$453,253	5,453	-22.5%	Shares	Sole	2025-08-07
2025-03-31	$601,764	7,039	+6.1%	Shares	Sole	2025-04-29
2024-12-31	$503,217	6,637	+93.7%	Shares	Sole	2025-02-13
2024-09-30	$451,027	3,427	+2.1%	Shares	Sole	2024-11-06
2024-06-30	$359,306	3,358	+22.1%	Shares	Sole	2024-08-02
2024-03-31	$290,620	2,750	+9.1%	Shares	Sole	2024-05-10
2023-12-31	$254,998	2,520	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.