Position in PPL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$668,730
-$33,806 QoQ
Shares Held
18,397
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#501
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WealthTrust Axiom LLC holds $17,734,151 across 14 Utilities - Regulated Electric names. PPL ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
26,763 | $2,960,790 | |
| 2 | NEE |
Nextera Energy Inc
|
29,694 | $2,606,242 | |
| 3 | EVRG |
Evergy, Inc.
|
28,516 | $2,464,637 | |
| 4 | EXC |
Exelon Corp
|
47,558 | $2,217,153 | |
| 5 | CMS |
Cms Energy Corp
|
26,400 | $2,019,600 | |
| 6 | DUK |
Duke Energy CORP
|
14,158 | $1,792,119 | |
| 7 | XEL |
Xcel Energy Inc
|
13,151 | $1,056,025 | |
| 8 | PPL |
PPL Corp
This page
|
18,397 | $668,730 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,730 | 18,397 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $702,536 | 18,391 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $286,428 | 8,179 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $303,931 | 8,179 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,186 | 8,179 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $309,787 | 8,579 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $267,535 | 8,242 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $272,446 | 8,236 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $224,352 | 8,114 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $334,627 | 12,155 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $329,183 | 12,147 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $258,618 | 10,977 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $308,391 | 11,655 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $323,697 | 11,648 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $340,179 | 11,642 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $294,972 | 11,636 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $315,521 | 11,630 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $331,981 | 11,624 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $349,116 | 11,614 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $323,491 | 11,603 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $324,228 | 11,592 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $334,024 | 11,582 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $374,411 | 13,277 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $369,103 | 13,565 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $339,770 | 13,149 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $324,245 | 13,138 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||