Position in PPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$668,694
-$33,842 QoQ
Shares Held
18,396
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#501
of 1,037 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, 2026FIRST NATIONAL BANK & TRUST CO OF NEWTOWN holds $6,384,140 across 9 Utilities - Regulated Electric names. PPL ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,772 | $2,613,088 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,771 | $926,340 | |
| 3 | PPL |
PPL Corp
This page
|
18,396 | $668,694 | |
| 4 | DUK |
Duke Energy CORP
|
5,130 | $649,355 | |
| 5 | XEL |
Xcel Energy Inc
|
4,425 | $355,327 | |
| 6 | EXC |
Exelon Corp
|
7,435 | $346,619 | |
| 7 | SO |
Southern Co
|
3,127 | $299,284 | |
| 8 | D |
Dominion Energy, Inc
|
4,250 | $290,232 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,694 | 18,396 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $702,536 | 18,391 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $637,993 | 18,218 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $676,980 | 18,218 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $617,407 | 18,218 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $611,666 | 16,939 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $549,839 | 16,939 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $580,189 | 17,539 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $488,409 | 17,664 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $482,517 | 17,527 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $474,981 | 17,527 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $433,102 | 18,383 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $486,413 | 18,383 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $510,862 | 18,383 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $575,136 | 19,683 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $498,963 | 19,683 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $533,998 | 19,683 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $562,145 | 19,683 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $599,125 | 19,931 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $564,039 | 20,231 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $579,398 | 20,715 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $615,647 | 21,347 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $610,445 | 21,647 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $589,014 | 21,647 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $559,358 | 21,647 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $538,591 | 21,823 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||