Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$170,012
+$76 QoQ
Shares Held
1,504
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#711
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $35,248,439 across 32 Utilities - Regulated Electric names. AEE ranks #26 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
71,147 | $6,809,479 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
47,476 | $3,853,152 | |
| 3 | NGG |
National Grid PLC
|
46,202 | $3,828,759 | |
| 4 | AEP |
American Electric Power Co Inc
|
27,332 | $3,739,290 | |
| 5 | NEE |
Nextera Energy Inc
|
27,510 | $2,414,552 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
19,166 | $2,238,013 | |
| 7 | IDA |
Idacorp Inc
|
13,027 | $1,970,985 | |
| 8 | PCG |
PG&E Corp
|
116,892 | $1,966,123 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,012 | 1,504 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $169,936 | 1,546 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $84,181 | 843 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,476 | 474 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $34,766 | 362 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $24,397 | 243 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $21,037 | 236 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $20,640 | 236 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,781 | 236 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $19,525 | 264 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $296,159 | 4,094 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $286,748 | 3,832 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $282,169 | 3,455 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $288,542 | 3,340 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $267,293 | 3,006 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $229,245 | 2,846 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $242,616 | 2,685 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $227,274 | 2,424 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $170,276 | 1,913 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $130,248 | 1,608 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $107,493 | 1,343 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $95,028 | 1,168 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $87,036 | 1,115 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $110,237 | 1,394 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $99,981 | 1,421 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $101,160 | 1,389 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||