Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,722,500
-$910,010 QoQ
Shares Held
350,000
-1.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#157
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. PPL ranks #18 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,722,500 | 350,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,632,510 | 356,872 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,965,738 | 341,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,921,498 | 347,726 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,638,214 | 284,397 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,963,976 | 275,934 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,836,567 | 179,808 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,883,873 | 177,868 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,197,702 | 187,982 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $5,522,793 | 200,610 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,641,718 | 60,580 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,636,689 | 69,469 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,896,890 | 71,689 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,951,941 | 70,239 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,961,392 | 67,125 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,356,453 | 53,509 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,717,464 | 63,305 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,931,370 | 67,625 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,161,915 | 71,920 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,976,747 | 70,902 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,066,759 | 73,892 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,911,371 | 66,275 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,902,400 | 67,461 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,453,204 | 53,407 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,316,186 | 50,936 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,081,230 | 43,810 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||