Position in AVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,173,653
-$87,529 QoQ
Shares Held
29,239
-10.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Horizon Investments, LLC holds $9,427,149 across 5 Utilities - Diversified names. AVA ranks #3 (12.4% of the industry book) .
All Filings in AVA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,173,653 | 29,239 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,261,182 | 32,724 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $592,898 | 15,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,318,534 | 34,744 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $519 | 15 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||