Position in PPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,324
+$1,664 QoQ
Shares Held
174
+42.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#943
of 1,038 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Derivatives in PPL
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$233,760
PutShares
8,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $40,445,507 across 23 Utilities - Regulated Electric names. PPL ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
435,283 | $38,204,788 | |
| 2 | EXC |
Exelon Corp
|
10,000 | $466,200 | |
| 3 | AEE |
Ameren Corp
|
2,747 | $310,520 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,412 | $282,384 | |
| 5 | EIX |
Edison International
|
2,986 | $222,307 | |
| 6 | DUK |
Duke Energy CORP
|
1,481 | $187,464 | |
| 7 | ED |
Consolidated Edison Inc
|
1,313 | $145,257 | |
| 8 | PCG |
PG&E Corp
|
8,592 | $144,517 |
All Filings in PPL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,324 | 174 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,660 | 122 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $42,024 | 1,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,416 | 1,276 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,843 | 497 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $25,968 | 800 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $18,970 | 700 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $25,507 | 964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,156 | 1,445 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $332,786 | 11,389 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $233,760 | 8,000 | Put | Sole | 2023-02-13 | |
| 2022-09-30 | $103,174 | 4,070 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $98,698 | 3,638 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $140,143 | 4,907 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $195,390 | 6,500 | Put | Sole | 2022-01-18 | |
| 2021-09-30 | $203,524 | 7,300 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $248,289 | 8,877 | Shares | Sole | 2021-07-19 | |
| 2020-06-30 | $416,024 | 16,100 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||