Position in UTL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$824,809
+$824,601 QoQ
Shares Held
15,654
+391250.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#92
of 244 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Horizon Investments, LLC holds $8,130,511 across 5 Utilities - Diversified names. UTL ranks #4 (10.1% of the industry book) .
All Filings in UTL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,809 | 15,654 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $208 | 4 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||