Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,610,259
+$260,502 QoQ
Shares Held
154,340
+10.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#226
of 1,043 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 36%
None 64%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bollard Group LLC holds $183,867,362 across 13 Utilities - Regulated Electric names. PPL ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
462,273 | $63,243,569 | |
| 2 | SO |
Southern Co
|
355,146 | $33,991,023 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
325,124 | $26,387,063 | |
| 4 | DUK |
Duke Energy CORP
|
185,749 | $23,512,108 | |
| 5 | FE |
Firstenergy Corp
|
252,029 | $11,981,458 | |
| 6 | FTS |
Fortis Inc.
|
180,613 | $10,336,481 | |
| 7 | PPL |
PPL Corp
This page
|
154,340 | $5,610,259 | |
| 8 | ED |
Consolidated Edison Inc
|
20,765 | $2,297,231 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,610,259 | 154,340 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,349,757 | 140,046 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,677,026 | 133,553 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,415,822 | 172,654 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,563,789 | 164,172 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,509,049 | 152,563 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,916,229 | 151,455 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,053,830 | 152,776 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,802,151 | 137,510 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,591,673 | 130,464 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,410,074 | 125,833 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,873,850 | 376,649 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,907,328 | 601,184 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,576,401 | 596,488 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,310,395 | 592,416 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $15,250,205 | 601,586 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $16,200,082 | 597,128 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,947,532 | 593,401 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $16,884,912 | 561,707 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,470,612 | 554,900 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,439,820 | 516,261 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,855,831 | 480,438 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $12,915,148 | 457,984 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $16,335,333 | 600,343 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,348,649 | 593,988 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,198,298 | 656,333 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||