Regal Investment Advisors LLC

Position in CEG — Constellation Energy Corp

CIK 1559789 KENTWOOD, MI

Position in CEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,052,715

+$133,436 QoQ

Shares Held

12,291

+17.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#528

of 1,846 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 20% Shared 13% None 66%

Utilities · as of Jun 30, 2026

Regal Investment Advisors LLC holds $3,432,107 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CEG	Constellation Energy Corp This page	12,291	$3,052,715
2	OKLO	Oklo Inc.	7,250	$379,392

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,052,715	12,291	+17.6%	Shares	Sole	2026-08-14
2026-03-31	$2,919,279	10,454	+79.3%	Shares	Sole	2026-05-14
2025-12-31	$2,059,210	5,829	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,917,819	5,828	+7.5%	Shares	Sole	2025-11-13
2025-06-30	$1,749,359	5,420	-2.5%	Shares	Sole	2025-08-11
2025-03-31	$1,120,457	5,557	-19.8%	Shares	Sole	2025-05-12
2024-12-31	$1,550,086	6,929	+43.7%	Shares	Sole	2025-02-13
2024-09-30	$1,253,556	4,821	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$961,496	4,801	0.0%	Shares	Sole	2024-08-15
2024-03-31	$887,464	4,801	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$572,877	4,901	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$530,565	4,864	-4.6%	Shares	Sole	2023-11-13
2023-06-30	$466,721	5,098	-12.9%	Shares	Sole	2023-08-11
2023-03-31	$459,617	5,855	-4.3%	Shares	Sole	2023-05-11
2022-12-31	$527,518	6,119	-6.1%	Shares	Sole	2023-03-01
2022-09-30	$541,982	6,515	+0.4%	Shares	Sole	2022-11-15
2022-06-30	$371,560	6,489	+19.2%	Shares	Sole	2022-08-09
2022-03-31	$306,225	5,444	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.