Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$930,269
+$320,750 QoQ
Shares Held
25,592
+60.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#449
of 1,037 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. PPL ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
242,161 | $23,177,228 | |
| 2 | NEE |
Nextera Energy Inc
|
234,271 | $20,561,965 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,868 | $9,011,400 | |
| 4 | DUK |
Duke Energy CORP
|
47,112 | $5,963,436 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
38,528 | $3,126,931 | |
| 6 | D |
Dominion Energy, Inc
|
45,400 | $3,100,365 | |
| 7 | PCG |
PG&E Corp
|
175,129 | $2,945,669 | |
| 8 | ED |
Consolidated Edison Inc
|
21,120 | $2,336,505 |
All Filings in PPL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,269 | 25,592 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $609,519 | 15,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $766,867 | 21,898 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $428,937 | 11,543 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $415,288 | 12,254 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $442,166 | 12,245 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $378,256 | 11,653 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $316,321 | 10,523 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||