Position in PPL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,506,005
-$154,166 QoQ
Shares Held
68,941
-1.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#310
of 1,039 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. PPL ranks #9 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,506,005 | 68,941 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,660,171 | 69,638 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,523,961 | 72,072 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,911,634 | 78,354 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,509,723 | 74,055 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,724,138 | 75,440 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,212,278 | 68,154 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,701,999 | 51,451 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,430,196 | 51,725 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,364,056 | 49,548 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,588,276 | 58,608 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,717,524 | 72,900 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $2,314,906 | 87,487 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,578,800 | 92,796 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,557,305 | 87,519 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,280,409 | 89,957 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,290,124 | 84,413 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,493,630 | 87,312 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,585,190 | 86,001 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,714,034 | 97,347 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,685,203 | 96,003 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,092,455 | 107,228 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,100,533 | 109,948 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,183,379 | 116,993 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,311,240 | 128,144 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $4,002,824 | 162,189 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||