Position in PPL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,093,262
-$127,151 QoQ
Shares Held
30,076
-5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#424
of 1,038 holders
Holding Since
Mar 2020
26 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. PPL ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,093,262 | 30,076 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,220,413 | 31,948 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,164,169 | 33,243 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,285,513 | 34,594 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,202,281 | 35,476 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,338,056 | 37,055 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,161,353 | 35,778 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,147,015 | 34,674 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $841,527 | 30,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $746,861 | 27,129 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $690,995 | 25,498 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $772,744 | 32,799 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $898,449 | 33,955 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $963,562 | 34,673 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $922,884 | 31,584 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $302,273 | 11,924 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $311,289 | 11,474 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $381,761 | 13,367 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $430,849 | 14,333 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $549,040 | 19,693 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $542,813 | 19,407 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $521,052 | 18,067 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $503,877 | 17,868 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $55,399 | 2,036 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $378,452 | 14,646 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $242,949 | 9,844 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||