Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,511,494
-$162,773 QoQ
Shares Held
69,092
-1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#308
of 1,038 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. PPL ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
This page
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in PPL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,511,494 | 69,092 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,674,267 | 70,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,472,972 | 70,616 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,894,689 | 77,898 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,658,331 | 78,440 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,900,210 | 80,316 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,854,207 | 87,930 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,026,356 | 91,486 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,429,190 | 87,855 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,413,307 | 87,661 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,341,656 | 86,408 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,031,932 | 86,245 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||