Modera Wealth Management, LLC

Position in PPL — PPL Corp

CIK 1542143 WESTWOOD, NJ

Position in PPL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$291,854

-$35,596 QoQ

Shares Held

8,029

-6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#665

of 1,039 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Modera Wealth Management, LLC holds $12,835,676 across 9 Utilities - Regulated Electric names. PPL ranks #9 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	54,771	$4,807,250
2	DUK	Duke Energy CORP	27,848	$3,524,999
3	SO	Southern Co	11,360	$1,087,265
4	PEG	Public Service Enterprise Group Inc	11,657	$946,082
5	AEP	American Electric Power Co Inc	5,153	$704,981
6	D	Dominion Energy, Inc	9,771	$667,261
7	ES	Eversource Energy	5,986	$432,608
8	ED	Consolidated Edison Inc	3,375	$373,376

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,854	8,029	-6.3%	Shares	Sole	2026-08-03
2026-03-31	$327,450	8,572	-64.4%	Shares	Sole	2026-05-06
2025-12-31	$842,160	24,048	+2.5%	Shares	Sole	2026-01-21
2025-09-30	$871,810	23,461	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$796,042	23,489	-0.0%	Shares	Sole	2025-08-06
2025-03-31	$848,223	23,490	-11.9%	Shares	Sole	2025-05-08
2024-12-31	$865,902	26,676	+0.8%	Shares	Sole	2025-02-06
2024-09-30	$875,660	26,471	-7.0%	Shares	Sole	2024-10-24
2024-06-30	$787,140	28,468	-8.1%	Shares	Sole	2024-07-29
2024-03-31	$852,411	30,963	+16.6%	Shares	Sole	2024-05-14
2023-12-31	$719,369	26,545	+134.8%	Shares	Sole	2024-02-14
2023-09-30	$266,345	11,305	-0.3%	Shares	Sole	2023-11-30
2023-06-30	$299,924	11,335	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.