Position in PPL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$944,263
+$413,551 QoQ
Shares Held
25,977
+87.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#447
of 1,038 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. PPL ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
88,052 | $10,113,652 | |
| 2 | DUK |
Duke Energy CORP
|
50,400 | $6,379,632 | |
| 3 | PCG |
PG&E Corp
|
177,262 | $2,981,546 | |
| 4 | ES |
Eversource Energy
|
38,773 | $2,802,124 | |
| 5 | EIX |
Edison International
|
31,927 | $2,376,965 | |
| 6 | NEE |
Nextera Energy Inc
|
26,700 | $2,343,459 | |
| 7 | ED |
Consolidated Edison Inc
|
16,468 | $1,821,854 | |
| 8 | SO |
Southern Co
|
16,833 | $1,611,086 |
All Filings in PPL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $944,263 | 25,977 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $530,712 | 13,893 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $375,449 | 10,721 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $410,543 | 11,048 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $383,092 | 11,304 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $422,848 | 11,710 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $341,316 | 10,515 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $352,335 | 10,651 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $257,504 | 9,313 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $244,714 | 8,889 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $224,035 | 8,267 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $205,985 | 8,743 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $233,721 | 8,833 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $246,080 | 8,855 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $255,967 | 8,760 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $226,274 | 8,926 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||