Position in PPL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$64,084
-$3,262 QoQ
Shares Held
1,763
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#815
of 1,037 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. PPL ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,096 | $1,763,825 | |
| 2 | SO |
Southern Co
|
9,093 | $870,291 | |
| 3 | DUK |
Duke Energy CORP
|
3,342 | $423,030 | |
| 4 | NGG |
National Grid PLC
|
4,227 | $350,291 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,921 | $262,812 | |
| 6 | EXC |
Exelon Corp
|
3,992 | $186,107 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,685 | $136,754 | |
| 8 | D |
Dominion Energy, Inc
|
1,579 | $107,829 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,084 | 1,763 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $67,346 | 1,763 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $61,740 | 1,763 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $65,513 | 1,763 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $59,747 | 1,763 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $63,444 | 1,757 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $57,032 | 1,757 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $67,450 | 2,039 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $56,377 | 2,039 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $72,816 | 2,645 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $399,074 | 14,726 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $456,639 | 19,382 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $474,798 | 17,944 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $520,784 | 18,740 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $528,882 | 18,100 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $451,533 | 17,812 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $526,294 | 19,399 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $554,778 | 19,425 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $590,558 | 19,646 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $551,187 | 19,770 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $554,616 | 19,829 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $539,250 | 18,698 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $527,763 | 18,715 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $508,363 | 18,683 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $618,092 | 23,920 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $578,746 | 23,450 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||