Ascent Wealth Partners, LLC

Position in PPL — PPL Corp

CIK 1546865 NEW HARTFORD, NY

Position in PPL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$7,525,395

-$173,700 QoQ

Shares Held

207,026

+2.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#202

of 1,037 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $15,091,978 across 5 Utilities - Regulated Electric names. PPL ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp This page	207,026	$7,525,395
2	SO	Southern Co	25,910	$2,479,846
3	D	Dominion Energy, Inc	32,162	$2,196,342
4	LNT	Alliant Energy Corp	26,916	$2,053,421
5	NEE	Nextera Energy Inc	9,536	$836,974

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,525,395	207,026	+2.7%	Shares	Sole	2026-07-31
2026-03-31	$7,699,095	201,547	+91.6%	Shares	Sole	2026-05-06
2025-12-31	$3,683,263	105,176	-4.4%	Shares	Sole	2026-02-02
2025-09-30	$4,087,265	109,991	-0.1%	Shares	Sole	2025-10-21
2025-06-30	$3,730,848	110,087	+117.0%	Shares	Sole	2025-08-12
2023-06-30	$1,342,342	50,731	+1.2%	Shares	Sole	2023-08-04
2023-03-31	$1,392,529	50,109	+7.0%	Shares	Sole	2023-04-25
2022-12-31	$1,367,963	46,816	+4.5%	Shares	Sole	2023-02-02
2022-09-30	$1,135,654	44,799	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$1,192,797	43,966	+27.5%	Shares	Sole	2022-08-10
2022-03-31	$984,805	34,482	+8.7%	Shares	Sole	2022-05-02
2021-12-31	$953,172	31,709	+10.4%	Shares	Sole	2022-01-27
2021-09-30	$800,880	28,726	+28.1%	Shares	Sole	2021-11-01
2021-06-30	$627,311	22,428	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.