Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$728,815
-$171,035 QoQ
Shares Held
9,527
-17.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#395
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS 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. CMS ranks #11 (2.1% 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 CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,815 | 9,527 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $899,850 | 11,599 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $662,027 | 9,467 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $683,076 | 9,324 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $670,699 | 9,681 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $682,073 | 9,081 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $603,449 | 9,054 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $886,265 | 12,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $746,625 | 12,542 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $756,422 | 12,536 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $785,687 | 13,530 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $720,862 | 13,573 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $776,851 | 13,223 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $811,382 | 13,219 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $836,969 | 13,216 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $962,124 | 16,520 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $1,114,965 | 16,518 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $1,287,175 | 18,404 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $1,252,147 | 19,249 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $1,136,900 | 19,034 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $1,135,044 | 19,212 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $2,408,639 | 39,344 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $3,619,357 | 59,324 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $3,632,217 | 59,147 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $3,463,546 | 59,287 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $3,482,700 | 59,280 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||