Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$142,593,780
+$138,982,780 QoQ
Shares Held
3,922,800
+3822.8% QoQ
Ownership
0.521%
of shares outstanding
% of Portfolio
3.37%
of 13F equity value
Holder Rank
#32
of 1,039 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Derivatives in PPL
reported options exposure · as of Jun 30, 2026CallValue
$9,087,500
CallShares
250,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Zimmer Partners, LP holds $930,522,364 across 10 Utilities - Regulated Electric names. PPL ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
2,691,701 | $194,529,231 | |
| 2 | XEL |
Xcel Energy Inc
|
2,323,610 | $186,585,883 | |
| 3 | PCG |
PG&E Corp
|
9,884,115 | $166,250,814 | |
| 4 | PPL |
PPL Corp
This page
|
3,922,800 | $142,593,780 | |
| 5 | MGEE |
Mge Energy Inc
|
1,000,000 | $81,540,000 | |
| 6 | IDA |
Idacorp Inc
|
460,562 | $69,683,030 | |
| 7 | ETR |
Entergy Corp /De/
|
450,000 | $51,687,000 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
217,555 | $23,278,385 |
All Filings in PPL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,593,780 | 3,922,800 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $9,087,500 | 250,000 | Call | Sole | 2026-08-14 | |
| 2025-03-31 | $3,611,000 | 100,000 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $1,243,890 | 45,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $199,329,097 | 8,460,488 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $157,447,716 | 5,950,405 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $97,265,000 | 3,500,000 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $42,454,326 | 1,564,848 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $193,808,902 | 6,786,026 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||