Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,970,985
+$249,484 QoQ
Shares Held
13,027
+8.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#197
of 564 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDA 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. IDA ranks #7 (5.6% 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
This page
|
13,027 | $1,970,985 | |
| 8 | PCG |
PG&E Corp
|
116,892 | $1,966,123 |
All Filings in IDA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,970,985 | 13,027 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,721,501 | 12,041 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,057,535 | 8,356 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,083,101 | 8,196 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $948,537 | 8,216 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $807,031 | 6,944 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $986,689 | 9,029 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $975,746 | 9,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,575,818 | 16,917 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,628,640 | 17,533 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $1,857,264 | 18,890 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $1,558,710 | 16,644 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $2,437,776 | 23,760 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $2,519,539 | 23,258 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $2,396,858 | 22,224 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $176,732 | 1,785 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $172,014 | 1,624 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $1,240,235 | 10,751 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $918,037 | 8,102 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $648,916 | 6,277 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $423,930 | 4,348 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||