Position in PPL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$560,335
+$16,253 QoQ
Shares Held
15,415
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#535
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, 2026Pure Financial Advisors, LLC holds $11,659,284 across 16 Utilities - Regulated Electric names. PPL ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,983 | $4,807,888 | |
| 2 | NEE |
Nextera Energy Inc
|
12,207 | $1,071,408 | |
| 3 | SO |
Southern Co
|
9,781 | $936,139 | |
| 4 | ED |
Consolidated Edison Inc
|
6,199 | $685,795 | |
| 5 | PPL |
PPL Corp
This page
|
15,415 | $560,335 | |
| 6 | NGG |
National Grid PLC
|
6,085 | $504,263 | |
| 7 | EXC |
Exelon Corp
|
9,485 | $442,190 | |
| 8 | D |
Dominion Energy, Inc
|
5,934 | $405,232 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,335 | 15,415 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $544,082 | 14,243 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $492,031 | 14,050 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $466,060 | 12,542 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $427,624 | 12,618 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $426,531 | 11,812 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $366,830 | 11,301 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $364,806 | 11,028 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $297,735 | 10,768 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $293,194 | 10,650 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $285,037 | 10,518 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $244,317 | 10,370 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $271,955 | 10,278 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $283,180 | 10,190 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $295,472 | 10,112 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $259,558 | 10,239 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $270,079 | 9,955 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $326,240 | 11,423 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $339,347 | 11,289 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $316,382 | 11,348 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $312,872 | 11,186 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $318,710 | 11,051 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $302,163 | 10,715 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $287,881 | 10,580 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $269,795 | 10,441 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $253,833 | 10,285 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||