Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$236,308
+$10,706 QoQ
Shares Held
3,089
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#549
of 814 holders
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CMS 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. CMS ranks #10 (3.1% 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
|
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 CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,308 | 3,089 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $225,602 | 2,908 | Shares | Sole | 2026-05-15 | |
| 2020-12-31 | $295,471 | 4,843 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $310,857 | 5,062 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||