Position in PPL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$442,888
-$15,932 QoQ
Shares Held
12,184
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#582
of 1,039 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $11,696,474 across 14 Utilities - Regulated Electric names. PPL ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
36,314 | $3,475,612 | |
| 2 | NEE |
Nextera Energy Inc
|
24,887 | $2,184,331 | |
| 3 | EIX |
Edison International
|
10,459 | $778,672 | |
| 4 | D |
Dominion Energy, Inc
|
11,348 | $774,954 | |
| 5 | PCG |
PG&E Corp
|
42,165 | $709,215 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
7,492 | $608,050 | |
| 7 | DUK |
Duke Energy CORP
|
4,788 | $606,065 | |
| 8 | ED |
Consolidated Edison Inc
|
4,461 | $493,520 |
All Filings in PPL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,888 | 12,184 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $458,820 | 12,011 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $437,049 | 12,480 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $478,174 | 12,868 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $442,603 | 13,060 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $469,357 | 12,998 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $411,462 | 12,676 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $419,322 | 12,676 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $352,426 | 12,746 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $348,997 | 12,677 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $344,928 | 12,728 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $355,944 | 15,108 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $388,935 | 14,699 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $419,017 | 15,078 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $437,627 | 14,977 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $381,314 | 15,042 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $376,917 | 13,893 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $386,559 | 13,535 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $401,270 | 13,349 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||