Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$909,508
-$7,177 QoQ
Shares Held
11,889
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#368
of 814 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CMS 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. CMS ranks #19 (1.2% 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 CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,508 | 11,889 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $916,685 | 11,816 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $809,090 | 11,570 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $836,116 | 11,413 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $751,618 | 10,849 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $326,653 | 4,349 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $275,864 | 4,139 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $286,334 | 4,054 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $260,503 | 4,376 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $287,882 | 4,771 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $242,326 | 4,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $218,813 | 4,120 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $238,936 | 4,067 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $226,553 | 3,691 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $213,928 | 3,378 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $404,190 | 5,988 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $478,179 | 6,837 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $377,029 | 5,796 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $240,771 | 4,031 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $300,185 | 5,081 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $550,663 | 8,967 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $963,988 | 16,501 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||