Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,457,372
-$357,278 QoQ
Shares Held
232,665
+0.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#193
of 1,037 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEW ENGLAND ASSET MANAGEMENT INC holds $52,291,179 across 9 Utilities - Regulated Electric names. PPL ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
67,005 | $8,481,492 | |
| 2 | PPL |
PPL Corp
This page
|
232,665 | $8,457,372 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
78,343 | $6,358,317 | |
| 4 | EXC |
Exelon Corp
|
123,992 | $5,780,507 | |
| 5 | FE |
Firstenergy Corp
|
110,215 | $5,239,621 | |
| 6 | LNT |
Alliant Energy Corp
|
68,413 | $5,219,227 | |
| 7 | EIX |
Edison International
|
65,555 | $4,880,569 | |
| 8 | CMS |
Cms Energy Corp
|
62,360 | $4,770,540 |
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,457,372 | 232,665 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,814,650 | 230,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,080,865 | 230,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,976,345 | 268,470 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,319,335 | 304,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,941,691 | 303,010 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,774,679 | 301,130 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,350,244 | 343,115 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,973,807 | 324,550 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,061,361 | 329,145 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,238,410 | 267,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,880,698 | 292,050 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,002,451 | 226,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,304,161 | 226,850 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $208,901 | 7,700 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $219,912 | 7,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,129,847 | 104,120 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,647,763 | 94,970 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,510,866 | 89,770 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,881,692 | 99,920 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,755,704 | 97,720 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,590,936 | 95,220 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,554,800 | 98,870 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,667,167 | 108,070 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||