Position in PPL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,850,567
-$715,326 QoQ
Shares Held
78,420
-16.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#290
of 1,038 holders
Holding Since
Mar 2020
23 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, 2026Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. PPL ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
1,190,736 | $81,315,360 | |
| 2 | EIX |
Edison International
|
698,286 | $51,987,392 | |
| 3 | NEE |
Nextera Energy Inc
|
454,368 | $39,879,878 | |
| 4 | FE |
Firstenergy Corp
|
606,726 | $28,843,754 | |
| 5 | ES |
Eversource Energy
|
388,873 | $28,103,851 | |
| 6 | SO |
Southern Co
|
250,850 | $24,008,853 | |
| 7 | DUK |
Duke Energy CORP
|
147,934 | $18,725,484 | |
| 8 | ED |
Consolidated Edison Inc
|
137,715 | $15,235,409 |
All Filings in PPL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,850,567 | 78,420 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,565,893 | 93,348 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,392,111 | 68,307 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,303,622 | 61,992 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,445,408 | 42,650 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $1,846,665 | 51,140 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $884,664 | 27,254 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $3,401,375 | 125,512 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $1,812,211 | 76,919 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $4,635,606 | 175,193 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $5,238,998 | 188,521 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $2,978,774 | 101,943 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $2,514,238 | 99,181 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $2,530,930 | 93,289 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $2,664,333 | 93,289 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $2,821,431 | 93,860 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $18,886,999 | 677,439 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $18,490,407 | 661,080 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $15,058,921 | 522,154 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $11,651,140 | 413,161 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $3,846,377 | 141,359 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $3,419,535 | 132,335 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $3,347,742 | 135,646 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||