Position in PPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,092,828
-$25,857 QoQ
Shares Held
112,595
+4.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#259
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. PPL ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,092,828 | 112,595 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,118,685 | 107,819 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,294,680 | 94,080 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,490,921 | 93,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,162,274 | 93,310 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,259,902 | 90,277 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,575,587 | 171,768 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,301,945 | 99,817 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,817,700 | 101,906 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,807,783 | 101,990 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,589,350 | 95,548 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,956,987 | 83,064 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,104,812 | 79,547 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,972,616 | 70,983 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,173,500 | 74,384 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,818,761 | 71,746 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,881,845 | 69,364 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,961,186 | 68,669 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,984,410 | 66,015 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,731,571 | 62,108 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,516,169 | 54,207 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,072,703 | 37,195 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $925,749 | 32,828 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $945,819 | 34,760 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $864,864 | 33,470 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,118,744 | 45,330 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||