Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,054,404
-$42,661 QoQ
Shares Held
29,007
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#430
of 1,038 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. PPL ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
This page
|
29,007 | $1,054,404 |
All Filings in PPL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,404 | 29,007 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,097,065 | 28,719 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,112,550 | 31,769 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,165,040 | 31,352 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,056,283 | 31,168 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,102,041 | 30,519 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,043,491 | 32,147 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,044,831 | 31,585 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $870,753 | 31,492 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,293,689 | 46,992 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,197,928 | 44,204 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,103,385 | 46,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,228,220 | 46,418 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,347,953 | 48,505 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,408,082 | 48,189 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,218,650 | 48,073 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,074,999 | 39,624 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,178,642 | 41,269 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,394,393 | 46,387 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,307,767 | 46,907 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,250,454 | 44,707 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,079,423 | 37,428 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $773,582 | 27,432 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $709,147 | 26,062 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $470,908 | 18,224 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $251,069 | 10,173 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||