Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$254,125
+$29,859 QoQ
Shares Held
5,451
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 1,279 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC 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. EXC ranks #23 (0.7% 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 EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,125 | 5,451 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $224,266 | 4,575 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $154,177 | 3,537 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $144,797 | 3,217 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $84,408 | 1,944 | Shares | Sole | 2025-08-04 | |
| 2023-12-31 | $54,424 | 1,516 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $50,671 | 1,417 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||