Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,361,889
+$2,122,950 QoQ
Shares Held
119,997
+104.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 1,038 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 25%
Shared 14%
None 61%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. PPL ranks #27 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,361,889 | 119,997 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,238,939 | 58,611 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,542,174 | 44,037 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,658,376 | 44,628 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,422,058 | 41,961 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,477,296 | 40,911 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,308,073 | 40,298 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,216,947 | 36,788 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $710,577 | 25,699 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $923,273 | 33,537 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $503,789 | 18,590 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $524,304 | 19,815 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $548,463 | 19,736 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $561,637 | 19,221 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $463,955 | 18,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $495,231 | 18,254 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $410,407 | 14,370 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $392,102 | 13,044 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $309,189 | 11,090 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $403,495 | 14,426 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $453,883 | 15,738 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $495,022 | 17,554 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $496,473 | 18,246 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $4,793,571 | 194,229 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||