Position in PPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$709,878
-$42,012 QoQ
Shares Held
19,529
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#493
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. PPL ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
344,774 | $30,260,813 | |
| 2 | ETR |
Entergy Corp /De/
|
14,548 | $1,670,983 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,746 | $1,605,119 | |
| 4 | PPL |
PPL Corp
This page
|
19,529 | $709,878 | |
| 5 | DUK |
Duke Energy CORP
|
4,678 | $592,141 | |
| 6 | SO |
Southern Co
|
6,174 | $590,913 | |
| 7 | EXC |
Exelon Corp
|
9,283 | $432,772 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,099 | $251,514 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,878 | 19,529 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $751,890 | 19,683 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $690,208 | 19,709 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $750,445 | 20,195 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $680,849 | 20,090 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $797,669 | 22,090 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $763,685 | 23,527 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $777,842 | 23,514 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $308,463 | 11,156 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $307,124 | 11,156 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $302,327 | 11,156 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $262,835 | 11,156 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $295,187 | 11,156 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $310,025 | 11,156 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $330,828 | 11,322 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $287,012 | 11,322 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $307,165 | 11,322 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $338,550 | 11,854 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $435,148 | 14,476 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $403,590 | 14,476 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $427,269 | 15,276 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $440,559 | 15,276 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $402,583 | 14,276 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $753,798 | 27,703 | Shares | Other | 2020-10-13 | |
| 2020-06-30 | $757,189 | 29,303 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $723,198 | 29,303 | Shares | Other | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||