Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,748,320
+$425,392 QoQ
Shares Held
70,508
+7.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#417
of 2,360 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SO 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. SO ranks #4 (8.8% 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
This page
|
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 SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,748,320 | 70,508 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,322,928 | 65,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,189,960 | 48,050 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,766,470 | 60,847 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,872,379 | 42,169 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,972,511 | 21,452 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,693,487 | 20,572 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,795,754 | 19,913 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,601,122 | 20,641 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,471,243 | 20,508 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,401,839 | 19,992 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $518,601 | 8,013 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $562,632 | 8,009 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $493,322 | 7,090 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $678,037 | 9,495 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $803,148 | 11,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $660,544 | 9,263 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,054,367 | 14,541 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $518,807 | 7,565 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $625,525 | 10,094 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $815,009 | 13,469 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,132,493 | 18,219 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $392,986 | 7,248 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $702,256 | 13,544 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $603,769 | 11,152 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||