Position in PPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,617,719
+$200,309 QoQ
Shares Held
44,504
+19.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#363
of 1,038 holders
Holding Since
Mar 2024
10 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, 2026AMG National Trust Bank holds $12,161,610 across 9 Utilities - Regulated Electric names. PPL ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,134 | $3,610,330 | |
| 2 | DUK |
Duke Energy CORP
|
21,959 | $2,779,570 | |
| 3 | XEL |
Xcel Energy Inc
|
31,019 | $2,490,825 | |
| 4 | PPL |
PPL Corp
This page
|
44,504 | $1,617,719 | |
| 5 | SO |
Southern Co
|
4,370 | $418,252 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | D |
Dominion Energy, Inc
|
4,543 | $310,240 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,546 | $297,296 |
All Filings in PPL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,617,719 | 44,504 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,417,410 | 37,105 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,331,389 | 38,018 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,460,573 | 39,305 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,313,880 | 38,769 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,983,546 | 110,317 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,493,182 | 107,615 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,710,583 | 112,170 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,898,245 | 104,819 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $2,695,407 | 97,908 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||