Position in PPL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$522,094
-$15,608 QoQ
Shares Held
14,363
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#553
of 1,038 holders
Holding Since
Jun 2024
9 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,214,399 across 8 Utilities - Regulated Electric names. PPL ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,537 | $1,188,141 | |
| 2 | D |
Dominion Energy, Inc
|
12,945 | $884,013 | |
| 3 | PPL |
PPL Corp
This page
|
14,363 | $522,094 | |
| 4 | DUK |
Duke Energy CORP
|
3,868 | $489,611 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,648 | $362,272 | |
| 6 | SO |
Southern Co
|
2,959 | $283,205 | |
| 7 | EXC |
Exelon Corp
|
5,680 | $264,800 | |
| 8 | ED |
Consolidated Edison Inc
|
1,991 | $220,263 |
All Filings in PPL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,094 | 14,363 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $537,702 | 14,076 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $489,088 | 13,966 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $517,155 | 13,917 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $469,681 | 13,859 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $498,497 | 13,805 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $447,915 | 13,799 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $451,905 | 13,661 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $376,095 | 13,602 | Shares | Defined | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||