Waverly Advisors, LLC

Position in PPL — PPL Corp

CIK 1568787 BIRMINGHAM, AL

Position in PPL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,212,999

-$56,616 QoQ

Shares Held

33,370

+0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#414

of 1,039 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. PPL ranks #16 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	347,945	$33,301,815
2	AEP	American Electric Power Co Inc	185,178	$25,334,202
3	NEE	Nextera Energy Inc	193,331	$16,968,661
4	DUK	Duke Energy CORP	126,743	$16,043,128
5	D	Dominion Energy, Inc	106,769	$7,291,255
6	XEL	Xcel Energy Inc	73,580	$5,908,473
7	EXC	Exelon Corp	102,569	$4,781,766
8	DTE	Dte Energy Co	26,700	$4,068,279

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,212,999	33,370	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$1,269,615	33,236	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$1,103,480	31,510	+10.5%	Shares	Sole	2026-02-17
2025-09-30	$1,059,728	28,518	+2.2%	Shares	Sole	2025-11-14
2025-06-30	$945,937	27,912	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$993,530	27,514	+1.9%	Shares	Sole	2025-05-15
2024-12-31	$876,484	27,002	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$898,452	27,160	-4.5%	Shares	Sole	2024-11-14
2024-06-30	$786,366	28,440	+13.0%	Shares	Sole	2024-08-14
2024-03-31	$692,930	25,170	+6.3%	Shares	Sole	2024-05-15
2023-12-31	$641,809	23,683	-7.9%	Shares	Sole	2024-02-14
2023-09-30	$605,727	25,710	—	Shares	Other	2023-11-14
No filing history on record for this holder in this stock.