Position in PPL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,596
-$565 QoQ
Shares Held
264
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#922
of 1,037 holders
Holding Since
Jun 2020
23 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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. PPL ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in PPL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,596 | 264 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,161 | 266 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,755 | 250 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $8,992 | 242 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $8,201 | 242 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,738 | 242 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,855 | 242 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,114 | 336 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,502 | 199 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,395 | 196 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,040 | 186 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $11,167 | 474 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $26,116 | 987 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $25,928 | 933 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $26,298 | 900 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $17,897 | 706 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $18,719 | 690 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $19,449 | 681 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $25,430 | 846 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $28,298 | 1,015 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,467 | 696 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $519 | 18 | Shares | Sole | 2021-05-12 | |
| 2020-06-30 | $26,873 | 1,040 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||