Position in PPL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$403,303
-$64,150 QoQ
Shares Held
11,095
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#603
of 1,039 holders
Holding Since
Mar 2020
24 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, 2026River Wealth Advisors LLC holds $5,066,159 across 5 Utilities - Regulated Electric names. PPL ranks #4 (8.0% of the industry book) .
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,303 | 11,095 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $467,453 | 12,237 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $464,715 | 13,270 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $243,732 | 6,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $245,092 | 7,232 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $290,035 | 8,032 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $244,748 | 7,540 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $386,796 | 14,050 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $625,766 | 23,091 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $767,561 | 32,579 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,161,594 | 43,900 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,390,361 | 50,031 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,990,261 | 68,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,812,144 | 71,485 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,266,331 | 83,536 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,092,448 | 73,265 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,178,899 | 72,485 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,834,922 | 65,815 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,770,892 | 63,314 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,724,747 | 59,804 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,602,916 | 56,841 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,449,939 | 53,287 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,242,955 | 48,102 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,083,674 | 43,909 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||