Position in PPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,122,088
-$52,905 QoQ
Shares Held
30,869
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#419
of 1,037 holders
Holding Since
Mar 2020
26 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, 2026HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. PPL ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,959 | $3,946,051 | |
| 2 | DUK |
Duke Energy CORP
|
12,668 | $1,603,515 | |
| 3 | EXC |
Exelon Corp
|
27,078 | $1,262,376 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,729 | $1,194,214 | |
| 5 | PPL |
PPL Corp
This page
|
30,869 | $1,122,088 | |
| 6 | D |
Dominion Energy, Inc
|
14,014 | $957,016 | |
| 7 | SO |
Southern Co
|
9,437 | $903,215 | |
| 8 | LNT |
Alliant Energy Corp
|
10,892 | $830,950 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,088 | 30,869 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,174,993 | 30,759 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,057,498 | 30,197 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,118,218 | 30,092 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,037,542 | 30,615 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,096,552 | 30,367 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $973,637 | 29,995 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,182,378 | 35,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $949,058 | 34,324 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $936,845 | 34,030 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $918,229 | 33,883 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $790,932 | 33,571 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $886,674 | 33,510 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,160,510 | 41,760 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $2,435,837 | 83,362 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $559,018 | 22,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,156,497 | 42,628 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,217,084 | 42,615 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,253,532 | 41,701 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,218,941 | 43,721 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,206,178 | 43,124 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,184,574 | 41,074 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,135,360 | 40,261 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,135,935 | 41,747 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,103,729 | 42,714 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,058,525 | 42,890 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||