Position in PPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$256,994
-$13,080 QoQ
Shares Held
7,070
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#695
of 1,038 holders
Holding Since
Sep 2024
8 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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. PPL ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in PPL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,994 | 7,070 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $270,074 | 7,070 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $247,591 | 7,070 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $262,721 | 7,070 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $239,737 | 7,074 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $254,756 | 7,055 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $229,005 | 7,055 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $237,117 | 7,168 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||