Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$421,187
-$11,619 QoQ
Shares Held
11,587
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#592
of 1,037 holders
Holding Since
Mar 2020
26 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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. PPL ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,187 | 11,587 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $432,806 | 11,330 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $368,550 | 10,524 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $367,400 | 9,887 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $319,752 | 9,435 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $348,605 | 9,654 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $386,793 | 11,916 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $384,455 | 11,622 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $358,233 | 12,956 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $379,583 | 13,788 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $859,232 | 31,706 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $391,637 | 16,623 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $780,252 | 29,488 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $455,339 | 16,385 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,181,949 | 40,450 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $582,112 | 22,963 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $444,226 | 16,374 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $359,142 | 12,575 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,091,568 | 36,313 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $670,374 | 24,045 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $658,721 | 23,551 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $760,914 | 26,384 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $902,089 | 31,989 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $859,319 | 31,581 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $816,518 | 31,599 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $369,977 | 14,991 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||