Position in PPL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,404,636
+$101,787 QoQ
Shares Held
38,642
+13.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#390
of 1,039 holders
Holding Since
Dec 2023
9 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. PPL ranks #24 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in PPL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,636 | 38,642 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,302,849 | 34,106 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,237,466 | 35,336 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,640,019 | 44,134 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,122,064 | 33,109 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $503,301 | 13,938 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $383,742 | 11,822 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $344,792 | 10,423 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $349,319 | 12,890 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||