Position in ED
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,249,756
-$193,405 QoQ
Shares Held
29,375
-3.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#311
of 1,421 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 48%
None 52%
Common Shares in ED 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. ED ranks #4 (13.6% 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
|
35,115 | $4,804,083 | |
| 3 | ETR |
Entergy Corp /De/
|
32,568 | $3,740,760 | |
| 4 | ED |
Consolidated Edison Inc
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|
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 ED
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,249,756 | 29,375 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,443,161 | 30,422 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,107,822 | 31,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,220,158 | 32,035 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,152,695 | 31,417 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,551,597 | 32,115 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,781,389 | 53,585 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,519,306 | 53,004 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,169,727 | 57,814 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,294,767 | 58,306 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,449,375 | 59,903 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,258,640 | 61,483 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,501,201 | 60,854 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,118,287 | 63,952 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,923,421 | 62,149 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $5,381,783 | 62,754 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,909,989 | 62,145 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,964,271 | 62,994 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,570,969 | 65,295 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,849,447 | 66,806 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,558,810 | 63,564 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $5,952,518 | 82,365 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||