Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,256,099
+$58,797 QoQ
Shares Held
62,066
+7.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 1,038 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. PPL ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,256,099 | 62,066 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,197,302 | 57,521 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,893,636 | 54,073 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,579,907 | 69,427 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,662,236 | 49,048 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,907,402 | 52,822 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,402,531 | 43,208 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,289,855 | 38,992 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $935,040 | 33,817 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $951,078 | 34,547 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,011,344 | 37,319 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $844,013 | 35,824 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $874,582 | 33,053 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $848,428 | 30,530 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $800,481 | 27,395 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $898,885 | 35,459 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $702,558 | 25,896 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $653,252 | 22,873 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $770,347 | 25,627 | Shares | Sole | 2022-02-17 | |
| 2021-03-31 | $222,789 | 7,725 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $379,064 | 13,442 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $381,239 | 14,011 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $362,612 | 14,033 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $330,835 | 13,405 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||