Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,538,122
+$132,305 QoQ
Shares Held
35,120
+1.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#307
of 1,109 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES 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. ES ranks #10 (3.3% 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 ES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,538,122 | 35,120 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,405,817 | 34,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,913,167 | 43,267 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $403,932 | 5,678 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $367,023 | 5,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $326,822 | 5,262 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $280,775 | 4,889 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $329,974 | 4,849 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $286,555 | 5,053 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $296,220 | 4,956 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $303,168 | 4,912 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,503 | 4,755 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $332,614 | 4,690 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $333,935 | 4,267 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $482,750 | 5,758 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $504,713 | 6,474 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,535 | 3,037 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $267,656 | 3,035 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,906 | 2,527 | Shares | Sole | 2022-02-15 | |
| 2020-09-30 | $717,527 | 8,588 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $586,886 | 7,048 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $363,754 | 4,651 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||