Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$661,969
-$26,700 QoQ
Shares Held
18,211
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#506
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, 2026BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. PPL ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
74,241 | $7,105,606 | |
| 2 | NEE |
Nextera Energy Inc
|
76,001 | $6,670,607 | |
| 3 | ES |
Eversource Energy
|
58,477 | $4,226,132 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
36,571 | $3,913,097 | |
| 5 | EXC |
Exelon Corp
|
59,529 | $2,775,241 | |
| 6 | DUK |
Duke Energy CORP
|
14,406 | $1,823,511 | |
| 7 | AEP |
American Electric Power Co Inc
|
10,955 | $1,498,753 | |
| 8 | EMA |
Emera Inc
|
27,894 | $1,478,939 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,969 | 18,211 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $688,669 | 18,028 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $631,340 | 18,028 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $672,261 | 18,091 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $612,765 | 18,081 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $653,518 | 18,098 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $592,849 | 18,264 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $616,611 | 18,640 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $583,968 | 21,120 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $604,228 | 21,948 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $575,170 | 21,224 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $501,780 | 21,298 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $547,351 | 20,686 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $535,179 | 19,258 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $563,420 | 19,282 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $488,773 | 19,281 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $523,093 | 19,281 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $544,267 | 19,057 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $512,553 | 17,051 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $421,740 | 15,127 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $359,078 | 12,838 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $370,507 | 12,847 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $392,290 | 13,911 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $426,788 | 15,685 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $402,845 | 15,590 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $305,686 | 12,386 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||