Position in PPL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,530,093
-$179,661 QoQ
Shares Held
97,114
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
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, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $184,878,389 across 23 Utilities - Regulated Electric names. PPL ranks #19 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
544,574 | $47,797,259 | |
| 2 | SO |
Southern Co
|
174,450 | $16,696,609 | |
| 3 | DUK |
Duke Energy CORP
|
122,435 | $15,497,822 | |
| 4 | AEP |
American Electric Power Co Inc
|
85,612 | $11,712,577 | |
| 5 | D |
Dominion Energy, Inc
|
130,574 | $8,916,898 | |
| 6 | XEL |
Xcel Energy Inc
|
96,823 | $7,774,886 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
61,247 | $7,151,812 | |
| 8 | ETR |
Entergy Corp /De/
|
61,619 | $7,077,558 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,530,093 | 97,114 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,709,754 | 97,114 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,330,366 | 95,099 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,533,878 | 95,099 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,169,087 | 93,511 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,271,421 | 90,596 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,546,714 | 78,457 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,525,459 | 76,344 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,933,039 | 69,911 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,870,993 | 67,962 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,796,648 | 66,297 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,561,957 | 66,297 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,735,537 | 65,591 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,582,751 | 56,954 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,642,982 | 56,228 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,415,011 | 55,819 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,278,338 | 47,119 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,347,203 | 82,185 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,278,247 | 75,790 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,106,807 | 75,567 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,185,240 | 78,128 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,289,636 | 79,391 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,936,494 | 68,670 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,935,175 | 71,120 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,055,933 | 79,564 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,152,219 | 87,205 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||