Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,091,978
+$66,653 QoQ
Shares Held
57,551
+8.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#333
of 1,038 holders
Holding Since
Mar 2020
26 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, 2026Advisors Asset Management, Inc. holds $127,029,900 across 32 Utilities - Regulated Electric names. PPL ranks #20 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
272,557 | $23,922,327 | |
| 2 | EIX |
Edison International
|
173,474 | $12,915,139 | |
| 3 | D |
Dominion Energy, Inc
|
148,831 | $10,163,668 | |
| 4 | ES |
Eversource Energy
|
102,948 | $7,440,051 | |
| 5 | SO |
Southern Co
|
76,871 | $7,357,323 | |
| 6 | DUK |
Duke Energy CORP
|
50,852 | $6,436,846 | |
| 7 | ETR |
Entergy Corp /De/
|
48,908 | $5,617,572 | |
| 8 | EXC |
Exelon Corp
|
98,188 | $4,577,524 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091,978 | 57,551 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,025,325 | 53,019 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,688,279 | 48,209 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,638,049 | 44,081 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,860,594 | 54,901 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,955,573 | 54,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,866,450 | 57,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,892,209 | 57,201 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,953,334 | 70,645 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,126,995 | 77,261 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,357,781 | 87,003 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,196,098 | 93,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,732,106 | 178,840 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,822,662 | 281,492 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,471,421 | 392,588 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,251,984 | 483,313 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $15,330,077 | 565,060 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $16,862,395 | 590,420 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $17,996,801 | 598,696 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $16,638,087 | 596,775 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,307,248 | 618,779 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $16,712,145 | 579,478 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $15,481,687 | 548,996 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,515,087 | 570,198 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,879,145 | 614,518 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $15,718,642 | 636,898 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||