Position in PPL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,490,095
+$142,208 QoQ
Shares Held
40,993
+16.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#378
of 1,038 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CWA Asset Management Group, LLC holds $76,403,845 across 18 Utilities - Regulated Electric names. PPL ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
214,338 | $20,514,289 | |
| 2 | DUK |
Duke Energy CORP
|
131,791 | $16,682,104 | |
| 3 | EIX |
Edison International
|
77,835 | $5,794,815 | |
| 4 | ETR |
Entergy Corp /De/
|
50,406 | $5,789,633 | |
| 5 | POR |
Portland General Electric Co /Or/
|
100,356 | $5,201,451 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
48,259 | $5,163,713 | |
| 7 | ES |
Eversource Energy
|
64,962 | $4,694,803 | |
| 8 | NEE |
Nextera Energy Inc
|
49,310 | $4,327,938 |
All Filings in PPL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,095 | 40,993 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,347,887 | 35,285 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,020,097 | 29,129 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $920,936 | 24,783 | Shares | Sole | 2025-10-22 | |
| 2021-09-30 | $351,288 | 12,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $259,337 | 9,272 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $222,702 | 7,722 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $380,305 | 13,486 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $607,735 | 22,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $598,971 | 23,180 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $645,258 | 26,145 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||