Position in PPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$57,611,042
-$7,957,959 QoQ
Shares Held
1,584,898
-7.7% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#67
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. PPL ranks #14 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,611,042 | 1,584,898 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $65,569,001 | 1,716,466 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,582,880 | 1,758,506 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $64,615,740 | 1,738,852 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,222,146 | 1,688,467 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,293,857 | 1,420,489 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $42,374,939 | 1,305,451 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $39,986,673 | 1,208,787 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $31,677,858 | 1,145,673 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $32,090,344 | 1,165,650 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $32,506,070 | 1,199,486 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,327,318 | 1,202,348 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $31,809,550 | 1,202,175 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $31,248,104 | 1,124,437 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $30,251,115 | 1,035,288 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,508,227 | 966,794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,558,494 | 942,075 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,353,540 | 852,715 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,751,554 | 823,405 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,277,123 | 763,168 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,350,720 | 727,591 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,605,230 | 679,793 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,351,009 | 792,589 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,261,299 | 560,871 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $14,535,258 | 562,510 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $16,250,743 | 658,458 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||