Position in ED
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,051,682
+$364,501 QoQ
Shares Held
54,702
+8.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#245
of 1,422 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED 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. ED ranks #5 (7.9% 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
This page
|
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 ED
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,051,682 | 54,702 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,687,181 | 50,249 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,126,746 | 41,550 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,843,556 | 48,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,681,038 | 36,682 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $727,350 | 6,577 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $563,219 | 6,312 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $641,961 | 6,165 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $557,712 | 6,237 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $566,563 | 6,239 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $562,194 | 6,180 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $398,997 | 4,665 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $447,118 | 4,946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $476,340 | 4,979 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $918,693 | 9,639 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $796,881 | 9,292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $622,524 | 6,546 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $717,201 | 7,575 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $473,611 | 5,551 | Shares | Sole | 2022-02-15 | |
| 2020-06-30 | $1,076,360 | 14,964 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $260,520 | 3,340 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||