Position in PPL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$216,064
-$44,536 QoQ
Shares Held
5,944
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#734
of 1,039 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. PPL ranks #12 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,777 | $516,731 |
All Filings in PPL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,064 | 5,944 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $260,600 | 6,822 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $238,451 | 6,809 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $251,387 | 6,765 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $228,181 | 6,733 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $803,385 | 24,750 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $856,904 | 25,904 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,005,436 | 36,363 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,230,948 | 44,713 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,040,152 | 38,382 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,053,438 | 44,713 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,104,122 | 41,728 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,288,900 | 46,380 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $910,816 | 31,171 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $734,566 | 28,977 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $462,051 | 17,031 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $554,635 | 19,420 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,573,460 | 52,344 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,357,756 | 48,700 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,310,394 | 46,850 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $674,769 | 23,397 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $540,452 | 19,165 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $480,336 | 17,653 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $343,981 | 13,312 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $275,550 | 11,165 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||