Position in PPL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$52,601
+$6,200 QoQ
Shares Held
1,377
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $25,291,361 across 20 Utilities - Regulated Electric names. PPL ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
82,941 | $10,860,294 | |
| 2 | SO |
Southern Co
|
75,927 | $7,328,474 | |
| 3 | NEE |
Nextera Energy Inc
|
53,402 | $4,959,977 | |
| 4 | D |
Dominion Energy, Inc
|
11,988 | $741,098 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,235 | $555,123 | |
| 6 | FE |
Firstenergy Corp
|
4,000 | $202,640 | |
| 7 | ES |
Eversource Energy
|
2,546 | $176,386 | |
| 8 | ED |
Consolidated Edison Inc
|
1,211 | $137,060 |
All Filings in PPL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,601 | 1,377 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $46,401 | 1,325 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $49,237 | 1,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,904 | 1,325 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $46,943 | 1,300 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $42,198 | 1,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $43,004 | 1,300 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $35,945 | 1,300 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $35,789 | 1,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $35,230 | 1,300 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $30,628 | 1,300 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $34,398 | 1,300 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $63,917 | 2,300 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $67,206 | 2,300 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $58,305 | 2,300 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $62,399 | 2,300 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $65,688 | 2,300 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $69,138 | 2,300 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $68,222 | 2,447 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $68,442 | 2,447 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $70,571 | 2,447 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $69,005 | 2,447 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $66,582 | 2,447 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $63,230 | 2,447 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $60,391 | 2,447 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||