Position in PPL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,477,156
-$63,983 QoQ
Shares Held
123,168
+3.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#248
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $297,515,289 across 30 Utilities - Regulated Electric names. PPL ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
635,600 | $55,786,612 | |
| 2 | DUK |
Duke Energy CORP
|
362,207 | $45,848,162 | |
| 3 | SO |
Southern Co
|
477,447 | $45,696,452 | |
| 4 | AEP |
American Electric Power Co Inc
|
187,617 | $25,667,881 | |
| 5 | D |
Dominion Energy, Inc
|
256,269 | $17,500,610 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
91,580 | $10,693,796 | |
| 7 | ETR |
Entergy Corp /De/
|
92,453 | $10,619,151 | |
| 8 | ED |
Consolidated Edison Inc
|
89,892 | $9,944,751 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,477,156 | 123,168 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,541,139 | 118,878 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,248,451 | 121,315 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,172,993 | 112,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,740,235 | 110,364 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,468,829 | 123,756 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,876,632 | 119,428 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,032,584 | 121,904 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,403,106 | 123,078 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,532,539 | 128,316 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,540,886 | 130,660 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,425,553 | 145,397 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,100,506 | 154,970 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,409,689 | 158,679 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,809,144 | 164,584 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,470,219 | 176,340 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,621,405 | 170,343 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,407,379 | 189,334 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,337,573 | 177,564 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,058,491 | 181,438 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,026,460 | 179,709 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,076,416 | 176,020 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,531,317 | 160,685 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,271,861 | 156,996 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,671,941 | 142,103 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,421,215 | 138,623 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||