Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,420,384
+$98,667 QoQ
Shares Held
94,096
+8.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#275
of 1,039 holders
Holding Since
Jun 2022
13 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, 2026Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. PPL ranks #12 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,295 | $10,939,170 | |
| 2 | AEP |
American Electric Power Co Inc
|
77,844 | $10,649,832 | |
| 3 | NEE |
Nextera Energy Inc
|
117,949 | $10,352,378 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
78,182 | $9,129,307 | |
| 5 | DUK |
Duke Energy CORP
|
70,386 | $8,909,455 | |
| 6 | EIX |
Edison International
|
102,639 | $7,641,469 | |
| 7 | LNT |
Alliant Energy Corp
|
86,734 | $6,616,933 | |
| 8 | PCG |
PG&E Corp
|
383,850 | $6,456,354 |
All Filings in PPL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,420,384 | 94,096 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,321,717 | 86,956 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,374,073 | 67,792 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,249,960 | 60,548 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,979,481 | 58,409 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $960,562 | 26,601 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $345,212 | 10,635 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $400,168 | 12,097 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $220,342 | 7,969 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $296,938 | 10,786 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $314,685 | 11,612 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $233,456 | 9,909 | Shares | Sole | 2023-11-07 | |
| 2022-06-30 | $281,446 | 10,374 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||