Position in PPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$430,274
-$126,720 QoQ
Shares Held
11,837
-18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#587
of 1,037 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. PPL ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in PPL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,274 | 11,837 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $556,994 | 14,581 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $498,369 | 14,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $590,509 | 15,891 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $521,567 | 15,390 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $450,436 | 12,474 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $407,080 | 12,541 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $389,351 | 11,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $317,007 | 11,465 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $916,804 | 33,302 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $902,484 | 33,302 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $814,045 | 34,552 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $969,071 | 36,624 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,025,784 | 36,912 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $911,956 | 31,210 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $688,379 | 27,155 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $757,496 | 27,921 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $812,874 | 28,462 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $992,040 | 33,002 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||