Position in PPL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$269,615
+$98,403 QoQ
Shares Held
7,058
+44.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,375 | $2,402,703 | |
| 2 | ETR |
Entergy Corp /De/
|
8,004 | $919,339 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,599 | $902,809 | |
| 4 | ES |
Eversource Energy
|
9,661 | $698,200 | |
| 5 | SO |
Southern Co
|
6,493 | $621,445 | |
| 6 | XEL |
Xcel Energy Inc
|
7,714 | $619,434 | |
| 7 | DUK |
Duke Energy CORP
|
4,229 | $535,306 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,330 | $351,422 |
All Filings in PPL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,615 | 7,058 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $171,212 | 4,889 | Shares | Sole | 2026-01-21 | |
| 2020-09-30 | $17,686 | 650 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $149,975 | 5,804 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $53,456 | 2,166 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||