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Equibles

HANTZ FINANCIAL SERVICES, INC.

Position in SO — Southern Co

CIK 1071061 SOUTHFIELD, MI
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,809,479
+$36,188 QoQ
Shares Held
71,147
+1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#418
of 2,375 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

HANTZ FINANCIAL SERVICES, INC. holds $33,925,565 across 31 Utilities - Regulated Electric names. SO ranks #1 (20.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SO
Southern Co
This page 		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 SO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,809,479 71,147
2026-03-31 $6,773,291 70,175
2025-12-31 $6,403,357 73,433
2025-09-30 $7,575,724 79,938
2025-06-30 $8,073,509 87,918
2025-03-31 $8,334,715 90,644
2024-12-31 $7,668,684 93,157
2024-09-30 $8,826,547 97,877
2024-06-30 $7,834,259 100,996
2024-03-31 $7,540,160 105,104
2023-12-31 $7,653,738 109,152
2023-09-30 $7,508,943 116,022
2023-06-30 $8,070,249 114,879
2023-03-31 $7,921,543 113,848
2022-12-31 $7,981,781 111,774
2022-09-30 $7,187,464 105,698
2022-06-30 $7,362,900 103,252
2022-03-31 $7,183,928 99,075
2021-12-31 $6,292,352 91,752
2021-09-30 $5,559,018 89,705
2021-06-30 $4,748,582 78,476
2021-03-31 $4,577,275 73,637
2020-12-31 $4,309,990 70,161
2020-09-30 $3,829,992 70,638
2020-06-30 $3,711,060 71,573
2020-03-31 $3,784,764 69,907