Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,479,701
-$118,929 QoQ
Shares Held
123,238
+2.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#247
of 1,039 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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. PPL ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
This page
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,479,701 | 123,238 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,598,630 | 120,383 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,153,333 | 147,154 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,488,829 | 147,708 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,209,341 | 124,206 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,004,851 | 110,907 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,123,073 | 96,213 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $36,586 | 1,106 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $26,129 | 945 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $28,053 | 1,019 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $56,205 | 2,074 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $70,420 | 2,989 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $89,831 | 3,395 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $89,150 | 3,208 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $280 | 7,474 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $240,799 | 9,499 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $229,275 | 8,451 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $187,724 | 6,573 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $127,243 | 4,233 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $246,096 | 8,827 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $154,478 | 5,523 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $124,386 | 4,313 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $219,480 | 7,783 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $192,592 | 7,078 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $213,180 | 8,250 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $244,381 | 9,902 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||