Position in PPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$168,773
-$17,604 QoQ
Shares Held
4,643
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#764
of 1,039 holders
Holding Since
Jun 2020
23 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, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. PPL ranks #23 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in PPL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,773 | 4,643 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $186,377 | 4,879 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $343,284 | 9,238 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $285,082 | 8,412 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $375,832 | 10,408 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $63,037 | 1,942 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $56,765 | 1,716 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $388,371 | 14,046 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $329,589 | 11,972 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $324,522 | 11,975 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $259,631 | 11,020 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $311,910 | 11,788 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $323,086 | 11,626 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $327,234 | 11,199 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $278,317 | 10,979 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $289,748 | 10,680 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $307,419 | 10,764 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $300,539 | 9,998 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $295,695 | 10,606 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $291,838 | 10,434 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $271,672 | 9,420 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $441,155 | 16,213 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $403,750 | 15,625 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||