Position in PPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,277,956
+$781,891 QoQ
Shares Held
35,157
+170.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 1,038 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. PPL ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in PPL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,277,956 | 35,157 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $496,065 | 12,986 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $308,946 | 8,822 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $775,603 | 20,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,355 | 8,184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $350,736 | 9,713 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,278 | 2,658 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $50,083 | 1,514 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $40,728 | 1,473 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $45,672 | 1,659 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39,186 | 1,446 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $74,991 | 3,183 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $83,481 | 3,155 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $86,899 | 3,127 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $90,698 | 3,104 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $80,663 | 3,182 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $85,974 | 3,169 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $90,163 | 3,157 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $94,238 | 3,135 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $86,762 | 3,112 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $109,083 | 3,900 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $65,254 | 2,314 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $62,338 | 2,291 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,630 | 2,269 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $300,725 | 12,185 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||