Position in PPL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$959,894
-$38,539 QoQ
Shares Held
26,407
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#441
of 1,039 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Horizon Investments, LLC holds $76,737,001 across 28 Utilities - Regulated Electric names. PPL ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
127,425 | $11,184,092 | |
| 2 | AEP |
American Electric Power Co Inc
|
62,687 | $8,576,208 | |
| 3 | DUK |
Duke Energy CORP
|
63,683 | $8,060,994 | |
| 4 | SO |
Southern Co
|
70,508 | $6,748,320 | |
| 5 | ED |
Consolidated Edison Inc
|
54,702 | $6,051,682 | |
| 6 | PCG |
PG&E Corp
|
290,801 | $4,891,272 | |
| 7 | EIX |
Edison International
|
54,267 | $4,040,178 | |
| 8 | EXC |
Exelon Corp
|
78,899 | $3,678,271 |
All Filings in PPL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,894 | 26,407 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $998,433 | 26,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $904,951 | 25,841 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $928,665 | 24,991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $828,644 | 24,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $386,413 | 10,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $328,884 | 10,132 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $332,123 | 10,040 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $299,504 | 10,832 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $322,266 | 11,706 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $289,942 | 10,699 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $241,301 | 10,242 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $266,478 | 10,071 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $290,377 | 10,449 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $406,859 | 13,924 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $447,449 | 15,667 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $396,942 | 13,205 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $365,260 | 13,059 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $479,320 | 16,620 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $225,951 | 8,304 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $486,670 | 18,834 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,692,184 | 68,565 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||