Position in PPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,097,067
-$983,742 QoQ
Shares Held
57,691
-49.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#332
of 1,038 holders
Holding Since
Mar 2022
9 quarters on record
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. PPL ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
62,992 | $5,444,398 | |
| 2 | ED |
Consolidated Edison Inc
|
41,488 | $4,589,817 | |
| 3 | DTE |
Dte Energy Co
|
29,060 | $4,427,872 | |
| 4 | DUK |
Duke Energy CORP
|
23,397 | $2,961,592 | |
| 5 | CMS |
Cms Energy Corp
|
34,813 | $2,663,194 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
31,733 | $2,575,450 | |
| 7 | PPL |
PPL Corp
This page
|
57,691 | $2,097,067 | |
| 8 | AEE |
Ameren Corp
|
18,370 | $2,076,544 |
All Filings in PPL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,097,067 | 57,691 | Shares | Sole | 2026-08-03 | |
| 2023-12-31 | $3,080,809 | 113,683 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,635,727 | 111,873 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,455,999 | 206,198 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,913,267 | 212,784 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,711,395 | 229,685 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,771,206 | 227,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,141,146 | 226,360 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $6,408,178 | 224,376 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||