Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,020,612
+$733,578 QoQ
Shares Held
83,098
+38.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#285
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, 2026Rafferty Asset Management, LLC holds $165,328,783 across 23 Utilities - Regulated Electric names. PPL ranks #17 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
169,412 | $23,177,255 | |
| 2 | NEE |
Nextera Energy Inc
|
230,326 | $20,215,713 | |
| 3 | XEL |
Xcel Energy Inc
|
243,132 | $19,523,499 | |
| 4 | EXC |
Exelon Corp
|
416,409 | $19,412,987 | |
| 5 | SO |
Southern Co
|
124,515 | $11,917,330 | |
| 6 | DUK |
Duke Energy CORP
|
86,106 | $10,899,297 | |
| 7 | D |
Dominion Energy, Inc
|
97,141 | $6,633,758 | |
| 8 | ETR |
Entergy Corp /De/
|
50,574 | $5,808,929 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020,612 | 83,098 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,287,034 | 59,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,852,799 | 81,462 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,893,017 | 77,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,692,153 | 79,438 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,399,040 | 66,437 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,689,408 | 82,853 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,812,097 | 85,009 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,213,078 | 80,039 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,335,039 | 84,818 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,228,785 | 82,243 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,769,732 | 75,116 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,783,007 | 67,385 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,502,827 | 54,078 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,403,904 | 48,046 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $693,246 | 27,347 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $206,215 | 7,601 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $266,007 | 9,314 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $548,865 | 18,259 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $757,276 | 27,162 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $484,384 | 17,318 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $436,262 | 15,127 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $492,118 | 17,451 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $354,682 | 13,035 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $481,554 | 18,636 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $288,632 | 11,695 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||