UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in PPL — PPL Corp

CIK 1463217 IRVING, TX

Position in PPL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$664,623

-$124,665 QoQ

Shares Held

18,284

-11.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#503

of 1,038 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. PPL ranks #25 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	150,892	$13,243,790
2	PEG	Public Service Enterprise Group Inc	106,981	$8,682,577
3	SO	Southern Co	81,604	$7,810,318
4	DUK	Duke Energy CORP	59,396	$7,518,345
5	LNT	Alliant Energy Corp	88,831	$6,776,916
6	CIG	Energy Co Of Minas Gerais	2,513,297	$5,277,923
7	AEP	American Electric Power Co Inc	24,973	$3,416,556
8	ETR	Entergy Corp /De/	24,362	$2,798,219

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,623	18,284	-11.5%	Shares	Defined	2026-08-17
2026-03-31	$789,288	20,662	+40.3%	Shares	Defined	2026-05-15
2025-12-31	$515,879	14,731	+17.6%	Shares	Defined	2026-02-17
2025-09-30	$465,540	12,528	+0.3%	Shares	Defined	2025-11-14
2025-06-30	$423,252	12,489	-0.1%	Shares	Defined	2025-08-11
2025-03-31	$451,338	12,499	+6.6%	Shares	Defined	2025-05-13
2024-12-31	$380,561	11,724	+1.1%	Shares	Defined	2025-02-13
2024-09-30	$383,661	11,598	-7.0%	Shares	Defined	2024-11-12
2024-06-30	$344,989	12,477	+4.4%	Shares	Defined	2024-08-14
2024-03-31	$328,983	11,950	+4.0%	Shares	Defined	2024-05-15
2023-12-31	$311,487	11,494	+46.2%	Shares	Defined	2024-02-14
2023-03-31	$218,457	7,861	-40.8%	Shares	Defined	2023-08-15
2022-12-31	$388,100	13,282	-12.1%	Shares	Defined	2023-02-15
2022-09-30	$382,835	15,102	-24.9%	Shares	Defined	2022-11-14
2022-06-30	$545,665	20,113	-14.2%	Shares	Defined	2022-08-11
2022-03-31	$669,560	23,444	-16.0%	Shares	Defined	2022-05-16
2021-12-31	$838,643	27,899	-6.2%	Shares	Defined	2022-02-14
2021-09-30	$828,983	29,734	-22.2%	Shares	Defined	2021-11-15
2021-06-30	$1,068,454	38,200	-5.0%	Shares	Defined	2021-08-13
2021-03-31	$1,159,166	40,193	-6.0%	Shares	Defined	2021-05-14
2020-12-31	$1,206,396	42,780	-3.7%	Shares	Defined	2021-02-17
2020-09-30	$1,209,076	44,435	+5.4%	Shares	Defined	2020-11-13
2020-06-30	$1,089,259	42,154	+4.5%	Shares	Defined	2020-08-13
2020-03-31	$995,739	40,346	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.