Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,140,864
+$61,178 QoQ
Shares Held
18,939
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#296
of 943 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Horizon Investment Services, LLC holds $7,638,294 across 10 Utilities - Regulated Electric names. AEE ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
23,101 | $3,160,447 | |
| 2 | AEE |
Ameren Corp
This page
|
18,939 | $2,140,864 | |
| 3 | NEE |
Nextera Energy Inc
|
4,384 | $384,783 | |
| 4 | DUK |
Duke Energy CORP
|
2,692 | $340,753 | |
| 5 | POR |
Portland General Electric Co /Or/
|
5,712 | $296,052 | |
| 6 | ED |
Consolidated Edison Inc
|
2,552 | $282,327 | |
| 7 | FE |
Firstenergy Corp
|
5,843 | $277,776 | |
| 8 | ES |
Eversource Energy
|
3,723 | $269,061 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,140,864 | 18,939 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,079,686 | 18,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,909,822 | 19,125 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,990,422 | 19,069 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,734,258 | 28,470 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,634,395 | 26,239 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,654,170 | 18,557 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,384,666 | 15,832 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,125,813 | 15,832 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,170,934 | 15,832 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,347,621 | 18,629 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,398,123 | 18,684 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,537,682 | 18,828 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,638,127 | 18,962 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,717,489 | 19,315 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,368,302 | 16,987 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,430,579 | 15,832 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,484,408 | 15,832 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,409,206 | 15,832 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,282,392 | 15,832 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,267,193 | 15,832 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,288,091 | 15,832 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,235,845 | 15,832 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,251,994 | 15,832 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,113,939 | 15,832 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,153,044 | 15,832 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||