Position in PPL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$205,922
+$4,456 QoQ
Shares Held
5,665
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#751
of 1,038 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 30%
Shared 1%
None 69%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $86,323,908 across 18 Utilities - Regulated Electric names. PPL ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
171,548 | $21,714,544 | |
| 2 | EVRG |
Evergy, Inc.
|
188,646 | $16,304,673 | |
| 3 | FE |
Firstenergy Corp
|
338,879 | $16,110,307 | |
| 4 | EXC |
Exelon Corp
|
310,633 | $14,481,709 | |
| 5 | SO |
Southern Co
|
51,279 | $4,907,912 | |
| 6 | NEE |
Nextera Energy Inc
|
47,088 | $4,132,913 | |
| 7 | EIX |
Edison International
|
35,072 | $2,611,110 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
18,358 | $1,314,799 |
All Filings in PPL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,922 | 5,665 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $201,466 | 5,274 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $200,477 | 5,395 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $212,904 | 5,896 | Shares | Sole | 2025-04-14 | |
| 2024-03-31 | $1,724,754 | 62,650 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,684,833 | 62,171 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,591,712 | 67,560 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,086,687 | 78,862 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,495,184 | 53,803 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,559,908 | 53,385 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,445,836 | 57,035 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,070,359 | 39,453 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,211,828 | 42,431 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,037,550 | 34,516 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,059,690 | 38,009 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,066,551 | 38,132 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,113,137 | 38,597 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,090,014 | 38,653 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,258,543 | 46,253 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,318,381 | 51,021 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,042,705 | 42,249 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||