Position in EXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$264,475
-$11,066 QoQ
Shares Held
5,673
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#850
of 1,279 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 16%
None 84%
Common Shares in EXC 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. EXC ranks #12 (1.1% 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
|
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 EXC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,475 | 5,673 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $275,541 | 5,621 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $279,152 | 6,058 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $479,157 | 12,730 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $664,411 | 16,385 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $547,322 | 15,814 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $616,448 | 16,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $607,787 | 16,930 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $668,845 | 17,699 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $720,120 | 17,676 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $765,497 | 18,274 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $794,091 | 18,369 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $636,183 | 16,983 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $699,061 | 15,425 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $869,009 | 18,245 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,074,105 | 18,596 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $896,271 | 18,541 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $717,202 | 16,186 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $859,725 | 20,363 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $661,241 | 18,221 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||