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Regal Investment Advisors LLC: CEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regal Investment Advisors LLC on CEG, newest first. How the timeline and the estimate are built.

Regal Investment Advisors LLC held 12,291 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,291 shares
    Change vs previous 13F +1,837 shares

    0.16% of the 13F portfolio, value $3,052,841.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,454 shares
    Change vs previous 13F +4,625 shares

    0.17% of the 13F portfolio, value $2,919,170.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,829 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $2,059,061.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,828 shares
    Change vs previous 13F +408 shares

    0.12% of the 13F portfolio, value $1,917,965.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,420 shares
    Change vs previous 13F -137 shares

    0.13% of the 13F portfolio, value $1,749,503.

    13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,557 shares
    Change vs previous 13F -1,372 shares

    0.09% of the 13F portfolio, value $1,120,459.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,929 shares
    Change vs previous 13F +2,108 shares

    0.12% of the 13F portfolio, value $1,550,087.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,821 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,253,557.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).