Position in PPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,603,241
-$597,460 QoQ
Shares Held
71,616
-14.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#304
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Derivatives in PPL
reported options exposure · as of Sep 30, 2023CallValue
$259
CallShares
1,100
PutValue
$518
PutShares
2,200
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, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. PPL ranks #12 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in PPL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,603,241 | 71,616 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,200,701 | 83,788 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,880,184 | 82,244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,316,492 | 89,249 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,129,673 | 92,348 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,202,234 | 88,680 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,916,693 | 89,855 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,712,328 | 81,993 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,899,444 | 68,696 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,734,940 | 63,020 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,935,698 | 71,428 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $518 | 2,200 | Put | Sole | 2023-11-03 | |
| 2023-09-30 | $259 | 1,100 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $1,653,747 | 70,193 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,926,102 | 72,793 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,105,731 | 75,773 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,217,009 | 75,873 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,042,550 | 80,574 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,066,856 | 113,043 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,067,943 | 142,435 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,135,534 | 137,576 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,632,875 | 166,172 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,807,136 | 136,115 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,912,001 | 135,645 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,721,723 | 131,976 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $3,702,655 | 136,077 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,491,681 | 135,127 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,057,852 | 123,900 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||