Position in SO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,773,291
+$369,934 QoQ
Shares Held
70,175
-4.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026HANTZ FINANCIAL SERVICES, INC. holds $49,172,131 across 34 Utilities - Regulated Electric names. SO ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
95,302 | $13,935,058 | |
| 2 | SO |
Southern Co
This page
|
70,175 | $6,773,291 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
48,462 | $3,922,998 | |
| 4 | NGG |
National Grid PLC
|
45,874 | $3,880,940 | |
| 5 | AEP |
American Electric Power Co Inc
|
27,924 | $3,660,277 | |
| 6 | NEE |
Nextera Energy Inc
|
29,526 | $2,742,374 | |
| 7 | PCG |
PG&E Corp
|
125,549 | $2,205,895 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
18,472 | $2,138,503 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,773,291 | 70,175 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,403,357 | 73,433 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,575,724 | 79,938 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,073,509 | 87,918 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,334,715 | 90,644 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,668,684 | 93,157 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,826,547 | 97,877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,834,259 | 100,996 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,540,160 | 105,104 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $7,653,738 | 109,152 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $7,508,943 | 116,022 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $8,070,249 | 114,879 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $7,921,543 | 113,848 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $7,981,781 | 111,774 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $7,187,464 | 105,698 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $7,362,900 | 103,252 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $7,183,928 | 99,075 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $6,292,352 | 91,752 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $5,559,018 | 89,705 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $4,748,582 | 78,476 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $4,577,275 | 73,637 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $4,309,990 | 70,161 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $3,829,992 | 70,638 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $3,711,060 | 71,573 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $3,784,764 | 69,907 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||