Position in PPL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,274,916
-$689,823 QoQ
Shares Held
90,094
-13.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#278
of 1,039 holders
Holding Since
Mar 2020
21 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, 2026Atria Investments, Inc holds $115,021,022 across 30 Utilities - Regulated Electric names. PPL ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,938 | $14,301,068 | |
| 2 | AEP |
American Electric Power Co Inc
|
83,365 | $11,405,165 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
94,457 | $11,029,743 | |
| 4 | SO |
Southern Co
|
113,465 | $10,859,735 | |
| 5 | ETR |
Entergy Corp /De/
|
82,087 | $9,428,512 | |
| 6 | DUK |
Duke Energy CORP
|
56,730 | $7,180,883 | |
| 7 | NGG |
National Grid PLC
|
67,245 | $5,572,593 | |
| 8 | FE |
Firstenergy Corp
|
107,135 | $5,093,197 |
All Filings in PPL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,274,916 | 90,094 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,964,739 | 103,789 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,559,292 | 101,636 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,471,561 | 93,422 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,050,642 | 90,016 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,258,963 | 90,251 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,346,208 | 72,280 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,229,360 | 67,393 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,427,624 | 51,632 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,297,516 | 47,131 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,079,013 | 39,816 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,109,070 | 41,915 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,092,480 | 39,312 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,177,040 | 40,282 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $1,005,683 | 35,213 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,460,044 | 48,571 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,251,979 | 44,906 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,229,421 | 43,955 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,223,248 | 42,415 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,117,650 | 39,633 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $606,856 | 24,589 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||