Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,361,696
+$537,082 QoQ
Shares Held
29,739
+15.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#257
of 945 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Horizon Investments, LLC holds $76,737,001 across 28 Utilities - Regulated Electric names. AEE ranks #9 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
127,425 | $11,184,092 | |
| 2 | AEP |
American Electric Power Co Inc
|
62,687 | $8,576,208 | |
| 3 | DUK |
Duke Energy CORP
|
63,683 | $8,060,994 | |
| 4 | SO |
Southern Co
|
70,508 | $6,748,320 | |
| 5 | ED |
Consolidated Edison Inc
|
54,702 | $6,051,682 | |
| 6 | PCG |
PG&E Corp
|
290,801 | $4,891,272 | |
| 7 | EIX |
Edison International
|
54,267 | $4,040,178 | |
| 8 | EXC |
Exelon Corp
|
78,899 | $3,678,271 |
All Filings in AEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,361,696 | 29,739 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,824,614 | 25,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,627,516 | 26,312 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $936,914 | 8,976 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $843,903 | 8,787 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $388,949 | 3,874 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $325,450 | 3,651 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $316,605 | 3,620 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $274,200 | 3,856 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $278,385 | 3,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $262,304 | 3,626 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $266,993 | 3,568 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $287,478 | 3,520 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $318,692 | 3,689 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $262,580 | 2,953 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $209,510 | 2,601 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $210,629 | 2,331 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||