Position in PPL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$259,720
-$127,231 QoQ
Shares Held
7,145
-51.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#691
of 1,037 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Diversified Trust Co holds $18,985,258 across 15 Utilities - Regulated Electric names. PPL ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,625 | $4,180,045 | |
| 2 | ED |
Consolidated Edison Inc
|
19,826 | $2,193,350 | |
| 3 | PCG |
PG&E Corp
|
129,071 | $2,170,974 | |
| 4 | POR |
Portland General Electric Co /Or/
|
34,426 | $1,784,299 | |
| 5 | SO |
Southern Co
|
18,110 | $1,733,308 | |
| 6 | DUK |
Duke Energy CORP
|
12,644 | $1,600,477 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,340 | $1,277,805 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
13,174 | $1,069,201 |
All Filings in PPL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,720 | 7,145 | Shares | Sole | 2026-07-17 | |
| 2023-06-30 | $386,951 | 14,624 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $284,736 | 10,246 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $482,918 | 16,527 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $420,505 | 16,588 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $375,235 | 13,831 | Shares | Sole | 2022-07-12 | |
| 2021-09-30 | $278,326 | 9,983 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $247,422 | 8,846 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||