Position in PPL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$460,730
+$63,183 QoQ
Shares Held
12,061
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026PRINCIPAL SECURITIES, INC. holds $37,689,099 across 22 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
52,886 | $6,694,309 | |
| 2 | NEE |
Nextera Energy Inc
|
63,385 | $5,563,301 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
37,606 | $4,391,252 | |
| 4 | SO |
Southern Co
|
26,111 | $2,499,083 | |
| 5 | ETR |
Entergy Corp /De/
|
16,241 | $1,865,441 | |
| 6 | XEL |
Xcel Energy Inc
|
22,701 | $1,822,890 | |
| 7 | AEP |
American Electric Power Co Inc
|
12,761 | $1,745,832 | |
| 8 | D |
Dominion Energy, Inc
|
25,267 | $1,725,483 |
All Filings in PPL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $460,730 | 12,061 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $397,547 | 11,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $517,267 | 13,920 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $616,086 | 18,179 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $627,122 | 17,367 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $558,019 | 17,191 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $473,705 | 14,320 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $224,047 | 8,103 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $336,306 | 12,216 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $338,695 | 12,498 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||