Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,944,577
+$859,946 QoQ
Shares Held
154,834
-4.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO 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. SO ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
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/
|
10,280 | $1,155,060 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,944,577 | 154,834 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,084,631 | 161,521 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,895,994 | 41,110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,801,394 | 41,396 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,864,106 | 42,024 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,435,295 | 41,731 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,836,617 | 42,544 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,576,830 | 46,111 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,617,075 | 36,480 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,548,511 | 36,345 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,180,675 | 33,694 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,269,426 | 32,305 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,228,021 | 32,021 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,161,509 | 30,269 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $997,696 | 14,672 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $959,903 | 13,461 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $954,014 | 13,157 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $875,355 | 12,764 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $826,246 | 13,333 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $799,216 | 13,208 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $488,577 | 7,860 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $468,895 | 7,633 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $420,638 | 7,758 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $325,669 | 6,281 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $342,273 | 6,322 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||