Regal Investment Advisors LLC
Position in AEP — American Electric Power Co Inc
CIK 1559789
KENTWOOD, MI
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,804,083
+$200,030 QoQ
Shares Held
35,115
-0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#445
of 1,972 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 27%
None 73%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Regal Investment Advisors LLC holds $23,951,618 across 12 Utilities - Regulated Electric names. AEP ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
45,339 | $5,739,010 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
35,115 | $4,804,083 | |
| 3 | ETR |
Entergy Corp /De/
|
32,568 | $3,740,760 | |
| 4 | ED |
Consolidated Edison Inc
|
29,375 | $3,249,756 | |
| 5 | SO |
Southern Co
|
21,808 | $2,087,243 | |
| 6 | NEE |
Nextera Energy Inc
|
15,038 | $1,319,885 | |
| 7 | MGEE |
Mge Energy Inc
|
11,174 | $911,127 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
7,012 | $818,791 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,804,083 | 35,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,604,053 | 35,124 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,833,942 | 33,249 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,434,625 | 30,530 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,155,549 | 30,412 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,305,089 | 30,247 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,767,042 | 40,844 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,330,130 | 42,204 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,866,263 | 44,065 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,878,977 | 45,052 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,726,617 | 45,883 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,556,401 | 47,280 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,949,064 | 46,901 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,364,153 | 47,963 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,413,845 | 46,486 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $3,663,837 | 42,381 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,969,517 | 41,375 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,197,822 | 42,075 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,987,724 | 44,821 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,701,158 | 45,592 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,759,517 | 44,444 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $4,750,553 | 57,050 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||