Position in PPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,357
-$833 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#900
of 1,039 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $2,249,588 across 26 Utilities - Regulated Electric names. PPL ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
5,610 | $644,364 | |
| 2 | SO |
Southern Co
|
3,286 | $314,502 | |
| 3 | NEE |
Nextera Energy Inc
|
2,674 | $234,696 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,715 | $234,628 | |
| 5 | DUK |
Duke Energy CORP
|
1,099 | $139,110 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
9,973 | $134,934 | |
| 7 | OGE |
Oge Energy Corp.
|
2,760 | $134,301 | |
| 8 | EVRG |
Evergy, Inc.
|
1,384 | $119,618 |
All Filings in PPL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,357 | 450 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,190 | 450 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,759 | 450 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,722 | 450 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,625 | 225 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||