CHARTER RESEARCH & INVESTMENT GROUP, INC.

Position in PPL — PPL Corp

CIK 1666624 SOUTHPORT, CT

Position in PPL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,369,013

-$69,675 QoQ

Shares Held

37,662

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#395

of 1,038 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $2,704,588 across 4 Utilities - Regulated Electric names. PPL ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp This page	37,662	$1,369,013
2	ED	Consolidated Edison Inc	5,645	$624,506
3	NEE	Nextera Energy Inc	5,533	$485,631
4	DUK	Duke Energy CORP	1,781	$225,438

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,369,013	37,662	0.0%	Shares	Sole	2026-08-13
2026-03-31	$1,438,688	37,662	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$1,307,541	37,337	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$1,378,190	37,088	-1.3%	Shares	Sole	2025-11-12
2025-06-30	$1,273,857	37,588	+1.5%	Shares	Sole	2025-08-08
2025-03-31	$1,337,622	37,043	0.0%	Shares	Sole	2025-05-12
2024-12-31	$1,202,415	37,043	-1.7%	Shares	Sole	2025-02-12
2024-09-30	$1,246,057	37,668	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$1,026,257	37,116	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$1,033,503	37,541	-16.0%	Shares	Sole	2024-05-13
2023-12-31	$1,210,448	44,666	-4.2%	Shares	Sole	2024-02-12
2023-09-30	$1,098,555	46,628	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$1,272,805	48,103	0.0%	Shares	Sole	2023-08-10
2023-03-31	$1,336,782	48,103	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$1,401,917	47,978	-0.9%	Shares	Sole	2023-02-13
2022-09-30	$1,227,776	48,433	+1.3%	Shares	Sole	2022-11-10
2022-06-30	$1,297,709	47,833	+1.3%	Shares	Sole	2022-08-10
2022-03-31	$1,348,974	47,233	+2.2%	Shares	Sole	2022-05-13
2021-12-31	$1,389,012	46,208	+1.9%	Shares	Defined	2022-02-10
2021-09-30	$1,264,581	45,358	-0.4%	Shares	Defined	2021-11-12
2021-06-30	$1,274,257	45,558	+11.5%	Shares	Defined	2021-08-10
2021-03-31	$1,178,719	40,871	-1.3%	Shares	Defined	2021-05-14
2020-12-31	$1,168,072	41,421	+1.3%	Shares	Defined	2021-02-12
2020-09-30	$1,112,780	40,896	-2.0%	Shares	Defined	2020-11-10
2020-06-30	$1,078,716	41,746	+2.7%	Shares	Defined	2020-08-12
2020-03-31	$1,003,143	40,646	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.