Position in PPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$277,277
-$28,857 QoQ
Shares Held
7,628
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#675
of 1,038 holders
Holding Since
Mar 2022
18 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, 2026Berkeley Capital Partners, LLC holds $5,793,864 across 4 Utilities - Regulated Electric names. PPL ranks #4 (4.8% of the industry book) .
All Filings in PPL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,277 | 7,628 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $306,134 | 8,014 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,204,863 | 34,405 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,770,971 | 47,658 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,576,664 | 46,523 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,688,467 | 46,759 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,469,983 | 45,286 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,472,258 | 44,506 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,429,919 | 51,715 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,494,603 | 54,290 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,349,607 | 49,801 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,364,736 | 57,926 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,368,140 | 51,706 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,242,101 | 44,696 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,174,497 | 40,195 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $951,486 | 37,534 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $718,755 | 26,493 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $611,412 | 21,408 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||