Position in ETR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,740,760
+$94,341 QoQ
Shares Held
32,568
+0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#403
of 1,321 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 19%
None 81%
Common Shares in ETR 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. ETR ranks #3 (15.6% 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/
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|
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 ETR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,740,760 | 32,568 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,646,419 | 32,453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,542,287 | 27,505 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,898,093 | 20,368 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $948,814 | 11,415 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $918,162 | 10,740 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,693,818 | 22,340 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,421,388 | 10,800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,071,284 | 10,012 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,025,518 | 9,704 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $922,549 | 9,117 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $815,202 | 8,813 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $752,280 | 7,726 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $733,386 | 6,807 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $652,950 | 5,804 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $554,169 | 5,507 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $549,345 | 4,877 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $569,039 | 4,874 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $481,128 | 4,271 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $463,579 | 4,668 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $467,293 | 4,687 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $696,983 | 6,981 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||