Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,099,187
+$41,621 QoQ
Shares Held
30,239
+9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#422
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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. PPL ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,187 | 30,239 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,057,566 | 27,685 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $810,712 | 23,150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $847,322 | 22,802 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,064,044 | 31,397 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,296,348 | 35,900 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,179,076 | 36,324 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $812,344 | 24,557 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $847,416 | 30,648 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $707,245 | 25,690 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $526,471 | 19,427 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $429,663 | 18,237 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $522,214 | 19,736 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $536,958 | 19,322 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $587,322 | 20,100 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $499,547 | 19,706 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,026,843 | 37,849 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $498,000 | 17,437 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $364,808 | 12,136 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $576,140 | 20,665 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $965,552 | 34,521 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,328,947 | 46,080 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,334,875 | 47,336 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,309,481 | 48,125 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,390,708 | 53,820 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,136,168 | 46,036 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||