Position in PPL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,077,477
+$1,776,845 QoQ
Shares Held
139,683
+61.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#237
of 1,039 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. PPL ranks #19 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in PPL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,077,477 | 139,683 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,300,632 | 86,404 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,130,675 | 146,507 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,624,686 | 151,364 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,337,607 | 157,498 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,870,347 | 79,489 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,948,851 | 152,460 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,009,576 | 60,749 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,611,303 | 58,275 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,632,391 | 59,295 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,543,426 | 56,953 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,463,170 | 62,104 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||