Position in EVRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$904,835
+$60,076 QoQ
Shares Held
10,469
+1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#410
of 935 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVRG 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. EVRG ranks #20 (1.2% 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 EVRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,835 | 10,469 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $844,759 | 10,312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,100,035 | 28,970 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,262,811 | 29,766 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,775,085 | 25,752 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $231,189 | 3,353 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $196,652 | 3,195 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $195,703 | 3,156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $195,406 | 3,689 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $195,103 | 3,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $185,884 | 3,561 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $172,887 | 3,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $199,212 | 3,410 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $216,425 | 3,541 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $443,389 | 6,488 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $367,063 | 5,350 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $220,063 | 3,538 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $267,584 | 4,428 | Shares | Sole | 2021-08-13 | |
| 2020-06-30 | $675,906 | 11,400 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||