Position in PPL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$57,251
-$10,133 QoQ
Shares Held
1,575
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#826
of 1,038 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. PPL ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
This page
|
1,575 | $57,251 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,251 | 1,575 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $67,384 | 1,764 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $91,647 | 2,617 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $92,342 | 2,485 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,933 | 1,916 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $76,444 | 2,117 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $70,146 | 2,161 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $70,923 | 2,144 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $58,203 | 2,105 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $34,302 | 1,246 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,576 | 1,239 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $26,010 | 1,104 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $54,534 | 2,061 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $56,191 | 2,022 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $100,399 | 3,436 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99,701 | 3,933 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $106,756 | 3,935 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $110,041 | 3,853 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $113,987 | 3,792 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $101,455 | 3,639 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $116,550 | 4,167 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $154,495 | 5,357 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $150,757 | 5,346 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $151,886 | 5,582 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $143,670 | 5,560 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $131,692 | 5,336 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||