Position in PPL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$953,460
+$675,861 QoQ
Shares Held
26,230
+260.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#442
of 1,038 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. PPL ranks #11 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
402,064 | $6,762,715 | |
| 2 | NEE |
Nextera Energy Inc
|
28,972 | $2,542,871 | |
| 3 | DUK |
Duke Energy CORP
|
18,500 | $2,341,729 | |
| 4 | SO |
Southern Co
|
22,483 | $2,151,847 | |
| 5 | ED |
Consolidated Edison Inc
|
12,941 | $1,431,662 | |
| 6 | EIX |
Edison International
|
18,761 | $1,396,756 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,886 | $1,352,503 | |
| 8 | EXC |
Exelon Corp
|
27,140 | $1,265,266 |
All Filings in PPL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,460 | 26,230 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $277,599 | 7,267 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $219,925 | 6,280 | Shares | Other | 2026-01-27 | |
| 2025-06-30 | $228,926 | 6,755 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||