Position in PPL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,635
+$3,631 QoQ
Shares Held
100
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#964
of 1,038 holders
Holding Since
Jun 2021
19 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, 2026Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. PPL ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
146,712 | $20,071,668 | |
| 2 | NEE |
Nextera Energy Inc
|
46,297 | $4,063,487 | |
| 3 | AEE |
Ameren Corp
|
19,745 | $2,231,974 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,239 | $830,996 | |
| 5 | DUK |
Duke Energy CORP
|
4,610 | $583,533 | |
| 6 | D |
Dominion Energy, Inc
|
7,289 | $497,765 | |
| 7 | SO |
Southern Co
|
3,591 | $343,693 | |
| 8 | XEL |
Xcel Energy Inc
|
1,516 | $121,734 |
All Filings in PPL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,635 | 100 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4 | 116 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4 | 100 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $3,716 | 100 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3 | 100 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,004 | 554 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4 | 127 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,446 | 888 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,783 | 730 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $20,944 | 889 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $58,503 | 2,211 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $65,945 | 2,373 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $62,676 | 2,145 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $38,075 | 1,502 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $38,850 | 1,432 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $32,815 | 1,149 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $57,924 | 1,927 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $40,007 | 1,435 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $11,215 | 401 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||