Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$110,613
-$5,629 QoQ
Shares Held
3,043
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#791
of 1,039 holders
Holding Since
Dec 2025
3 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, 2026FIRST UNITED BANK & TRUST holds $4,777,015 across 10 Utilities - Regulated Electric names. PPL ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
22,904 | $2,192,141 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,280 | $850,084 | |
| 3 | NEE |
Nextera Energy Inc
|
8,415 | $738,583 | |
| 4 | DUK |
Duke Energy CORP
|
2,375 | $300,626 | |
| 5 | D |
Dominion Energy, Inc
|
4,054 | $276,847 | |
| 6 | PPL |
PPL Corp
This page
|
3,043 | $110,613 | |
| 7 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 8 | EXC |
Exelon Corp
|
2,322 | $108,251 |
All Filings in PPL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,613 | 3,043 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $116,242 | 3,043 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $106,565 | 3,043 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||