Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,090,903
+$194,328 QoQ
Shares Held
30,618
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#439
of 1,537 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in D 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. D ranks #13 (2.7% 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 D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,903 | 30,618 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,896,575 | 30,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,905,581 | 32,524 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,832,041 | 29,950 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,396,665 | 24,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $922,407 | 16,451 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $852,442 | 15,827 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $897,652 | 15,533 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $799,288 | 16,312 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $758,017 | 15,410 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $722,484 | 15,372 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $270,208 | 6,049 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $305,250 | 5,894 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $271,387 | 4,854 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,539 | 4,151 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $530,177 | 6,643 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $571,083 | 6,721 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $450,620 | 5,736 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $381,310 | 5,222 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $369,615 | 5,024 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $370,760 | 4,881 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $569,558 | 7,216 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,661,705 | 45,106 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $577,953 | 8,006 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||