Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$31,959
+$10,446 QoQ
Shares Held
468
+34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,364
of 1,535 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HORIZON FINANCIAL SERVICES, LLC holds $1,388,102 across 9 Utilities - Regulated Electric names. D ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
8,934 | $1,130,865 | |
| 2 | SO |
Southern Co
|
1,188 | $113,703 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
475 | $38,551 | |
| 4 | D |
Dominion Energy, Inc
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|
468 | $31,959 | |
| 5 | EIX |
Edison International
|
378 | $28,142 | |
| 6 | PPL |
PPL Corp
|
644 | $23,409 | |
| 7 | EXC |
Exelon Corp
|
312 | $14,545 | |
| 8 | NEE |
Nextera Energy Inc
|
63 | $5,529 |
All Filings in D
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,959 | 468 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $21,513 | 348 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,956 | 187 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,438 | 187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,504 | 62 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,738 | 31 | Shares | Sole | 2025-05-07 | |
| 2021-09-30 | $49,580 | 679 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $49,954 | 679 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $78,998 | 1,040 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $78,208 | 1,040 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $132,444 | 1,678 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||