Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,893,108
+$257,957 QoQ
Shares Held
52,080
+21.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#344
of 1,039 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $196,573,257 across 30 Utilities - Regulated Electric names. PPL ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
736,854 | $64,673,675 | |
| 2 | XEL |
Xcel Energy Inc
|
613,442 | $49,259,392 | |
| 3 | SO |
Southern Co
|
491,161 | $47,009,019 | |
| 4 | DUK |
Duke Energy CORP
|
40,955 | $5,184,083 | |
| 5 | AEP |
American Electric Power Co Inc
|
34,286 | $4,690,667 | |
| 6 | DTE |
Dte Energy Co
|
28,844 | $4,394,960 | |
| 7 | ED |
Consolidated Edison Inc
|
20,311 | $2,247,005 | |
| 8 | ES |
Eversource Energy
|
28,925 | $2,090,409 |
All Filings in PPL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,893,108 | 52,080 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,635,151 | 42,805 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,520,043 | 43,405 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,082,954 | 31,955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,109 | 9,391 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $236,211 | 7,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $259,082 | 7,832 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $297,265 | 10,751 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $275,740 | 10,016 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,343 | 11,378 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $243,728 | 10,345 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $264,600 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $90,650 | 3,262 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $331,121 | 11,332 | Shares | Sole | 2023-06-12 | |
| 2021-06-30 | $278,357 | 9,952 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $360,990 | 12,517 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $369,053 | 13,087 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $425,129 | 15,624 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $471,192 | 18,235 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $531,138 | 21,521 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||