Position in PPL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,854,577
-$92,744 QoQ
Shares Held
51,020
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#349
of 1,037 holders
Holding Since
Sep 2020
21 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, 2026J.W. COLE ADVISORS, INC. holds $74,083,348 across 26 Utilities - Regulated Electric names. PPL ranks #14 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
156,107 | $13,701,511 | |
| 2 | DUK |
Duke Energy CORP
|
85,648 | $10,841,323 | |
| 3 | SO |
Southern Co
|
78,168 | $7,481,459 | |
| 4 | ETR |
Entergy Corp /De/
|
48,933 | $5,620,444 | |
| 5 | AEP |
American Electric Power Co Inc
|
39,242 | $5,368,698 | |
| 6 | LNT |
Alliant Energy Corp
|
48,792 | $3,722,341 | |
| 7 | DTE |
Dte Energy Co
|
20,279 | $3,089,911 | |
| 8 | ED |
Consolidated Edison Inc
|
23,405 | $2,589,295 |
All Filings in PPL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,854,577 | 51,020 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,947,321 | 50,977 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,776,949 | 50,741 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,976,949 | 53,201 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,776,818 | 52,429 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,714,213 | 47,472 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $250,656 | 7,722 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $253,492 | 7,663 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $231,830 | 8,421 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $234,442 | 8,651 | Shares | Sole | 2024-01-31 | |
| 2023-03-31 | $324,059 | 11,661 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $281,300 | 9,627 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $231,141 | 9,118 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $210,718 | 7,767 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $372,051 | 13,027 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $425,138 | 14,143 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $357,616 | 12,827 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $213,271 | 7,625 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $201,793 | 6,997 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $247,652 | 8,782 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,107,958 | 77,470 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||