Position in PPL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,028,050
-$12,938 QoQ
Shares Held
28,282
+3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#431
of 1,039 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. PPL ranks #9 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,050 | 28,282 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,040,988 | 27,251 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $872,278 | 24,908 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,027,659 | 27,655 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $933,330 | 27,540 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,005,591 | 27,848 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $888,170 | 27,362 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $765,405 | 23,138 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $646,816 | 23,393 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $592,886 | 21,536 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $584,736 | 21,577 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $344,423 | 14,619 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $601,885 | 22,747 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $656,927 | 23,639 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $714,253 | 24,444 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $567,992 | 22,406 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $593,170 | 21,864 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $595,504 | 20,851 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $615,568 | 20,478 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,029,747 | 36,935 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $991,704 | 35,456 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $975,455 | 33,823 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $768,111 | 27,238 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $644,822 | 23,698 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $570,133 | 22,064 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $701,010 | 28,404 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||