Position in PPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$257,248
-$19,129 QoQ
Shares Held
7,077
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 1,038 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. PPL ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in PPL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,248 | 7,077 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $276,377 | 7,235 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $258,167 | 7,372 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $259,116 | 6,973 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $244,245 | 7,207 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $281,369 | 7,792 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $203,037 | 6,255 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $205,228 | 6,204 | Shares | Sole | 2024-10-17 | |
| 2021-06-30 | $366,966 | 13,120 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||