Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,238,013
+$99,510 QoQ
Shares Held
19,166
+3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#418
of 1,393 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $33,925,565 across 31 Utilities - Regulated Electric names. WEC ranks #6 (6.6% 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.
This page
|
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 WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,238,013 | 19,166 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||