Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,943,416
-$98,908 QoQ
Shares Held
53,464
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#338
of 1,038 holders
Holding Since
Mar 2020
17 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, 2026DC Investments Management, LLC holds $21,797,568 across 10 Utilities - Regulated Electric names. PPL ranks #10 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
18,232 | $2,494,319 | |
| 2 | EVRG |
Evergy, Inc.
|
27,863 | $2,408,199 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
32,976 | $2,361,741 | |
| 4 | ES |
Eversource Energy
|
30,471 | $2,202,139 | |
| 5 | AEE |
Ameren Corp
|
18,978 | $2,145,273 | |
| 6 | POR |
Portland General Electric Co /Or/
|
40,750 | $2,112,072 | |
| 7 | EXC |
Exelon Corp
|
44,187 | $2,059,997 | |
| 8 | ED |
Consolidated Edison Inc
|
18,543 | $2,051,412 |
All Filings in PPL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,943,416 | 53,464 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,042,324 | 53,464 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,872,309 | 53,464 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,986,722 | 53,464 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,811,894 | 53,464 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,930,585 | 53,464 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,927,929 | 59,394 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,201,465 | 36,320 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,004,248 | 36,320 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $999,889 | 36,320 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $1,120,808 | 39,244 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,125,296 | 37,435 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,043,687 | 37,435 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,047,056 | 37,435 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,079,625 | 37,435 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $302,844 | 11,720 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $462,355 | 18,734 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||