Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$340,753
-$11,606 QoQ
Shares Held
2,692
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,736
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK 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. DUK ranks #4 (4.5% 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
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|
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 DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,753 | 2,692 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $352,359 | 2,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $315,412 | 2,691 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $339,075 | 2,740 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $325,680 | 2,760 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $336,515 | 2,759 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $302,857 | 2,811 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $463,390 | 4,019 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $479,700 | 4,786 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $465,658 | 4,815 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $379,135 | 3,907 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $344,831 | 3,907 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $350,614 | 3,907 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $851,347 | 8,825 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $987,571 | 9,589 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $892,526 | 9,595 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,026,428 | 9,574 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,052,842 | 9,429 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,005,991 | 9,590 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $937,839 | 9,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $942,874 | 9,551 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $901,300 | 9,337 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $885,568 | 9,672 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $872,404 | 9,851 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $885,740 | 11,087 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $945,729 | 11,693 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||