Position in PPL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$227,481
+$16,206 QoQ
Shares Held
5,955
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,115 | $836,593 |
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,481 | 5,955 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $211,275 | 6,033 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $315,674 | 8,495 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $306,128 | 9,033 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $325,820 | 9,023 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $306,682 | 9,448 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $446,712 | 13,504 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $472,593 | 17,092 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $484,500 | 17,599 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $436,472 | 16,106 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $343,151 | 14,565 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $319,081 | 12,059 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $351,876 | 12,662 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $364,577 | 12,477 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $303,870 | 11,987 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $316,390 | 11,662 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $327,354 | 11,462 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $355,669 | 11,832 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $356,055 | 12,771 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $298,803 | 10,683 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $336,562 | 11,670 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $215,927 | 7,657 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $268,807 | 9,879 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $233,154 | 9,023 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||