Position in PPL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,795,403
+$2,278,714 QoQ
Shares Held
296,985
+33.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#168
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. PPL ranks #23 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,795,403 | 296,985 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,516,689 | 222,950 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,752,525 | 164,264 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,500,051 | 148,010 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,484,832 | 132,335 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,645,587 | 128,651 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,951,647 | 121,739 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,796,359 | 114,763 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,065,576 | 110,871 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,222,771 | 117,064 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,263,598 | 120,428 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,455,398 | 104,219 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,494,619 | 56,486 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,588,476 | 57,160 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,984,038 | 67,900 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,292,216 | 50,975 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,450,288 | 53,457 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,037,299 | 36,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,165,576 | 38,775 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,014,106 | 72,242 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,107,399 | 75,345 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,831,570 | 63,508 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,875,441 | 66,505 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,940,916 | 71,331 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,794,536 | 69,448 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,694,207 | 68,647 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||