Horizon Investments, LLC

Position in SRE — Sempra

CIK 1560717 Charlotte, NC

Position in SRE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,693,652

+$2,481,778 QoQ

Shares Held

68,886

+44.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 35.409226838544846.ToString("F0")% Shared 0.ToString("F0")% None 64.59077316145516.ToString("F0")%

Utilities · as of Mar 31, 2026

Horizon Investments, LLC holds $9,427,149 across 5 Utilities - Diversified names. SRE ranks #1 (71.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	68,886	$6,693,652
2	AQN	Algonquin Power & Utilities Corp.	224,006	$1,375,396
3	AVA	Avista Corp	29,239	$1,173,653
4	AES	Aes Corp	13,076	$184,240
5	UTL	Unitil Corp	4	$208

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,693,652	68,886	+44.4%	Shares	Sole	2026-05-15
2025-12-31	$4,211,874	47,705	-21.9%	Shares	Sole	2026-02-02
2025-09-30	$5,497,058	61,092	+7.8%	Shares	Sole	2025-11-14
2025-06-30	$4,295,704	56,694	+20.2%	Shares	Sole	2025-08-14
2025-03-31	$3,366,122	47,171	+12.4%	Shares	Sole	2025-05-13
2024-12-31	$3,682,222	41,977	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$3,444,719	41,190	+2.3%	Shares	Sole	2024-11-13
2024-06-30	$3,063,468	40,277	+2.8%	Shares	Sole	2024-08-09
2024-03-31	$2,813,221	39,165	+9.9%	Shares	Sole	2024-05-15
2023-12-31	$2,664,199	35,651	+10.6%	Shares	Sole	2024-02-14
2023-09-30	$2,192,062	32,222	+126.7%	Shares	Sole	2023-11-14
2023-06-30	$1,034,780	14,215	+14.1%	Shares	Sole	2023-08-14
2023-03-31	$941,575	12,458	+14.4%	Shares	Sole	2023-05-15
2022-12-31	$841,238	10,887	-5.2%	Shares	Sole	2023-02-14
2022-09-30	$861,030	11,485	+47.4%	Shares	Sole	2022-11-14
2022-06-30	$585,451	7,792	-0.7%	Shares	Sole	2022-08-12
2022-03-31	$659,450	7,845	+11.3%	Shares	Sole	2022-05-16
2021-12-31	$466,353	7,051	+15.9%	Shares	Sole	2022-02-15
2021-09-30	$384,939	6,086	-26.9%	Shares	Sole	2021-11-15
2021-06-30	$551,779	8,330	+4.6%	Shares	Sole	2021-08-13
2021-03-31	$527,933	7,964	+123.8%	Shares	Sole	2021-05-14
2020-09-30	$210,621	3,559	-26.3%	Shares	Sole	2020-11-16
2020-06-30	$282,993	4,828	+93.9%	Shares	Sole	2020-08-13
2020-03-31	$140,672	2,490	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.