Position in PPL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$878
-$196,494 QoQ
Shares Held
23
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $2,340,201 across 17 Utilities - Regulated Electric names. PPL ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
7,510 | $984,410 | |
| 2 | XEL |
Xcel Energy Inc
|
9,197 | $730,609 | |
| 3 | EIX |
Edison International
|
1,356 | $99,232 | |
| 4 | PCG |
PG&E Corp
|
5,314 | $93,366 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,051 | $88,521 | |
| 6 | ES |
Eversource Energy
|
1,100 | $76,208 | |
| 7 | FE |
Firstenergy Corp
|
1,496 | $75,787 | |
| 8 | ETR |
Entergy Corp /De/
|
662 | $74,382 |
All Filings in PPL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $878 | 23 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $197,372 | 5,636 | Shares | Sole | 2026-01-14 | |
| 2023-12-31 | $105,012 | 3,875 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,319 | 56 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,481 | 56 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $1,556 | 56 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $992,275 | 39,143 | Shares | Sole | 2022-10-24 | |
| 2021-03-31 | $1,586 | 55 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,353 | 48 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,306 | 48 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,240 | 48 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||