Position in PPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,588,472
+$2,112,913 QoQ
Shares Held
621,417
+15.9% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#114
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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. PPL ranks #11 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,588,472 | 621,417 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $20,475,559 | 536,010 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $16,415,007 | 468,733 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $17,004,915 | 457,614 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $14,769,375 | 435,804 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $17,412,583 | 482,210 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $12,707,521 | 391,483 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $12,367,774 | 373,875 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,069,555 | 400,346 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $10,514,579 | 381,932 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,954,575 | 514,929 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,477,281 | 529,596 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,188,622 | 574,022 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,623,500 | 634,167 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,494,693 | 530,277 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,633,919 | 419,484 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,834,160 | 436,202 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,648,910 | 302,833 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,741,532 | 257,536 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,458,597 | 231,657 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,324,928 | 190,380 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,582,793 | 124,230 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,154,536 | 111,863 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,072,852 | 112,931 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,753,381 | 106,555 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,171,050 | 87,968 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||