Position in WEC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,138,503
+$543,526 QoQ
Shares Held
18,472
+22.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
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 WEC 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. WEC ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
95,302 | $13,935,058 | |
| 2 | SO |
Southern Co
|
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.
This page
|
18,472 | $2,138,503 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,138,503 | 18,472 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,594,977 | 15,124 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,355,943 | 11,833 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,307,605 | 12,549 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,333,261 | 12,234 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,151,707 | 12,247 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,177,916 | 12,247 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $964,587 | 12,294 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,009,583 | 12,294 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $1,034,785 | 12,294 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $999,464 | 12,408 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $1,025,172 | 11,618 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $1,022,310 | 10,785 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $5,307,003 | 56,602 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $7,392,283 | 82,660 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $8,017,384 | 79,664 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $1,070,362 | 10,724 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $1,041,949 | 10,734 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $946,915 | 10,736 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $1,981,450 | 22,276 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $3,138,727 | 33,537 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $2,979,747 | 32,378 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $3,115,238 | 32,149 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $2,815,405 | 32,121 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $2,817,868 | 31,974 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||