Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,087,243
-$104,436 QoQ
Shares Held
21,808
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#742
of 2,360 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 27%
None 73%
Common Shares in SO 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. SO ranks #5 (8.7% 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
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|
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 SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,087,243 | 21,808 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,191,679 | 22,707 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,926,422 | 22,092 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,009,597 | 21,205 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,834,120 | 19,973 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,938,122 | 21,078 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,479,231 | 30,117 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,563,637 | 28,428 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,237,196 | 28,841 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,982,534 | 27,635 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,855,725 | 26,465 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,759,995 | 27,194 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,964,400 | 27,963 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,942,325 | 27,915 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,848,662 | 25,888 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,724,412 | 25,359 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,627,222 | 22,819 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,531,483 | 21,121 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,437,436 | 20,960 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,259,850 | 20,330 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,023,284 | 16,911 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $1,255,137 | 20,432 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $860,295 | 16,592 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||