Position in PPL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,574,535
-$175,292 QoQ
Shares Held
43,316
-5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#367
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Bank & Trust holds $28,687,814 across 14 Utilities - Regulated Electric names. PPL ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
36,350 | $4,601,182 | |
| 2 | XEL |
Xcel Energy Inc
|
51,134 | $4,106,059 | |
| 3 | NGG |
National Grid PLC
|
48,073 | $3,983,809 | |
| 4 | SO |
Southern Co
|
37,464 | $3,585,678 | |
| 5 | AEP |
American Electric Power Co Inc
|
21,062 | $2,881,491 | |
| 6 | ETR |
Entergy Corp /De/
|
21,682 | $2,490,394 | |
| 7 | FE |
Firstenergy Corp
|
42,560 | $2,023,301 | |
| 8 | PPL |
PPL Corp
This page
|
43,316 | $1,574,535 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,574,535 | 43,316 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,749,827 | 45,807 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $1,572,782 | 44,911 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $1,687,249 | 45,405 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $1,522,982 | 44,939 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $1,611,047 | 44,615 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,595,116 | 49,141 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,535,408 | 46,415 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,339,448 | 48,443 | Shares | Defined | 2024-07-09 | |
| 2024-03-31 | $1,357,173 | 49,298 | Shares | Defined | 2024-04-17 | |
| 2023-12-31 | $1,463,237 | 53,994 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $1,258,715 | 53,426 | Shares | Defined | 2023-10-11 | |
| 2023-06-30 | $1,527,958 | 57,746 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $1,442,939 | 51,923 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $1,307,974 | 44,763 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $1,056,359 | 41,671 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $1,036,582 | 38,208 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $989,374 | 34,642 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,097,008 | 36,494 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,036,996 | 37,195 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $990,304 | 35,406 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,072,184 | 37,177 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,099,404 | 38,986 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,016,619 | 37,362 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,402,284 | 54,268 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,219,364 | 49,407 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||