OneDigital Investment Advisors LLC

Position in SO — Southern Co

CIK 1690370 OVERLAND PARK, KS

Position in SO

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

Position Value

$15,444,914

+$500,337 QoQ

Shares Held

161,372

+4.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#259

of 2,375 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. SO ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,444,914	161,372	+4.2%	Shares	Sole	2026-08-07
2026-03-31	$14,944,577	154,834	-4.1%	Shares	Sole	2026-05-08
2025-12-31	$14,084,631	161,521	+292.9%	Shares	Sole	2026-02-13
2025-09-30	$3,895,994	41,110	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$3,801,394	41,396	-1.5%	Shares	Sole	2025-08-07
2025-03-31	$3,864,106	42,024	+0.7%	Shares	Sole	2025-04-29
2024-12-31	$3,435,295	41,731	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$3,836,617	42,544	-7.7%	Shares	Sole	2024-11-06
2024-06-30	$3,576,830	46,111	+26.4%	Shares	Sole	2024-08-02
2024-03-31	$2,617,075	36,480	+0.4%	Shares	Sole	2024-05-10
2023-12-31	$2,548,511	36,345	+7.9%	Shares	Sole	2024-02-13
2023-09-30	$2,180,675	33,694	+4.3%	Shares	Sole	2023-11-14
2023-06-30	$2,269,426	32,305	+0.9%	Shares	Sole	2023-08-07
2023-03-31	$2,228,021	32,021	+5.8%	Shares	Sole	2023-05-10
2022-12-31	$2,161,509	30,269	+106.3%	Shares	Sole	2023-02-02
2022-09-30	$997,696	14,672	+9.0%	Shares	Sole	2022-11-08
2022-06-30	$959,903	13,461	+2.3%	Shares	Sole	2022-08-08
2022-03-31	$954,014	13,157	+3.1%	Shares	Sole	2022-05-05
2021-12-31	$875,355	12,764	-4.3%	Shares	Sole	2022-02-23
2021-09-30	$826,246	13,333	+0.9%	Shares	Sole	2021-11-05
2021-06-30	$799,216	13,208	+68.0%	Shares	Sole	2021-08-09
2021-03-31	$488,577	7,860	+3.0%	Shares	Sole	2021-05-10
2020-12-31	$468,895	7,633	-1.6%	Shares	Sole	2021-02-08
2020-09-30	$420,638	7,758	+23.5%	Shares	Sole	2020-10-09
2020-06-30	$325,669	6,281	-0.6%	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.