Position in LNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$317,900
+$19,594 QoQ
Shares Held
4,167
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#554
of 879 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNT 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. LNT ranks #11 (1.3% 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 LNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,900 | 4,167 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $298,306 | 4,157 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $268,231 | 4,126 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $276,313 | 4,099 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $261,711 | 4,067 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $302,661 | 4,987 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $252,616 | 4,963 | Shares | Sole | 2024-08-15 | |
| 2021-12-31 | $212,809 | 3,462 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||