Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$489,416
-$107,535 QoQ
Shares Held
13,464
-13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#565
of 1,038 holders
Holding Since
Mar 2020
24 quarters on record
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $68,737,390 across 27 Utilities - Regulated Electric names. PPL ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,232 | $9,938,372 | |
| 2 | DUK |
Duke Energy CORP
|
63,537 | $8,042,513 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
55,424 | $6,471,860 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,113 | $5,077,429 | |
| 5 | DTE |
Dte Energy Co
|
31,523 | $4,803,159 | |
| 6 | SO |
Southern Co
|
43,388 | $4,152,665 | |
| 7 | NGG |
National Grid PLC
|
41,097 | $3,405,708 | |
| 8 | ETR |
Entergy Corp /De/
|
29,471 | $3,385,039 |
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,416 | 13,464 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $596,951 | 15,627 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $1,161,770 | 31,264 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $766,218 | 21,219 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $586,584 | 18,071 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $406,453 | 12,287 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $353,532 | 12,786 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $418,979 | 15,219 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $427,014 | 15,757 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $298,316 | 12,662 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $375,308 | 14,184 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $459,507 | 16,535 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $459,893 | 15,739 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $401,037 | 15,820 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $384,703 | 14,180 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $386,131 | 13,520 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $425,739 | 14,163 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $382,736 | 13,728 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $424,137 | 15,164 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $558,544 | 19,367 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $469,135 | 16,636 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $582,919 | 21,423 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $557,549 | 21,577 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $630,672 | 25,554 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||