HANTZ FINANCIAL SERVICES, INC.
Position in AEP — American Electric Power Co Inc
CIK 1071061
SOUTHFIELD, MI
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,739,290
+$79,013 QoQ
Shares Held
27,332
-2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#503
of 1,983 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $33,925,565 across 31 Utilities - Regulated Electric names. AEP ranks #4 (11.0% 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
This page
|
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 AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,739,290 | 27,332 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,660,277 | 27,924 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,256,354 | 28,240 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,269,587 | 29,063 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,087,171 | 29,753 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,341,039 | 30,576 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,845,387 | 30,851 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,229,129 | 31,473 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,816,190 | 32,097 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,835,014 | 32,927 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $186,562 | 2,297 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $171,275 | 2,277 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $206,542 | 2,453 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $223,198 | 2,453 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $244,306 | 2,573 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $222,435 | 2,573 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $246,853 | 2,573 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $266,984 | 2,676 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $225,094 | 2,530 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $194,832 | 2,400 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $203,016 | 2,400 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $211,326 | 2,495 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $271,793 | 3,264 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $3,167,936 | 38,761 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $3,099,987 | 38,925 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $3,053,716 | 38,181 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||