Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$818,791
+$8,865 QoQ
Shares Held
7,012
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#620
of 1,386 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 10%
None 90%
Common Shares in WEC 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. WEC ranks #8 (3.4% 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.
This page
|
7,012 | $818,791 |
All Filings in WEC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,791 | 7,012 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $809,926 | 6,996 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $742,965 | 7,045 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $757,554 | 6,611 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $366,575 | 3,518 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $213,429 | 2,599 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $222,966 | 2,649 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,765 | 2,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,806 | 2,627 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $245,126 | 2,586 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $262,059 | 2,795 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $300,305 | 3,358 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $335,634 | 3,335 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $321,488 | 3,221 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $295,675 | 3,046 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $267,687 | 3,035 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $268,451 | 3,018 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $214,153 | 2,327 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $209,132 | 2,386 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||