Horizon Investments, LLC

Position in DUK — Duke Energy CORP

CIK 1560717 Charlotte, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,060,994

+$230,390 QoQ

Shares Held

63,683

+6.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#362

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Horizon Investments, LLC holds $76,737,001 across 28 Utilities - Regulated Electric names. DUK ranks #3 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,060,994	63,683	+6.5%	Shares	Sole	2026-08-13
2026-03-31	$7,830,604	59,803	-6.0%	Shares	Sole	2026-05-15
2025-12-31	$7,460,650	63,652	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$7,863,198	63,541	+23.9%	Shares	Sole	2025-11-14
2025-06-30	$6,050,096	51,272	+237.8%	Shares	Sole	2025-08-14
2025-03-31	$1,851,260	15,178	+4.4%	Shares	Sole	2025-05-13
2024-12-31	$1,566,755	14,542	+2.7%	Shares	Sole	2025-02-10
2024-09-30	$1,632,186	14,156	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$1,423,767	14,205	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$1,367,479	14,140	-1.0%	Shares	Sole	2024-05-15
2023-12-31	$1,386,507	14,288	+168.1%	Shares	Sole	2024-02-14
2023-09-30	$470,425	5,330	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$465,930	5,192	+20.2%	Shares	Sole	2023-08-14
2023-03-31	$416,653	4,319	+16.6%	Shares	Sole	2023-05-15
2022-12-31	$381,577	3,705	+44.6%	Shares	Sole	2023-02-14
2022-09-30	$238,410	2,563	-77.6%	Shares	Sole	2022-11-14
2022-06-30	$1,227,983	11,454	+78.9%	Shares	Sole	2022-08-12
2022-03-31	$714,958	6,403	-23.6%	Shares	Sole	2022-05-16
2021-12-31	$878,747	8,377	+27.2%	Shares	Sole	2022-02-15
2021-09-30	$642,727	6,586	+37.3%	Shares	Sole	2021-11-15
2021-06-30	$473,658	4,798	+9.3%	Shares	Sole	2021-08-13
2021-03-31	$423,573	4,388	-84.2%	Shares	Sole	2021-05-14
2020-09-30	$2,465,598	27,841	-41.0%	Shares	Sole	2020-11-16
2020-06-30	$3,771,926	47,214	+27.5%	Shares	Sole	2020-08-13
2020-03-31	$2,994,096	37,019	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.