Position in PPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$299,051
-$16,519 QoQ
Shares Held
8,227
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#655
of 1,037 holders
Holding Since
Mar 2020
25 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, 2026Legacy Advisors, LLC holds $1,464,641 across 5 Utilities - Regulated Electric names. PPL ranks #2 (20.4% of the industry book) .
All Filings in PPL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,051 | 8,227 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $315,570 | 8,261 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $309,051 | 8,825 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $302,519 | 8,141 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $363,627 | 10,070 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $307,883 | 9,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $358,289 | 10,831 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $250,647 | 9,065 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $249,256 | 9,054 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $240,756 | 8,884 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $222,547 | 9,446 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $212,526 | 8,032 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $225,849 | 8,127 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $239,399 | 8,193 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $205,411 | 8,103 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $218,070 | 8,038 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $230,479 | 8,070 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $240,480 | 8,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $223,040 | 8,000 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $223,760 | 8,000 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $230,720 | 8,000 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $225,600 | 8,000 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $217,680 | 8,000 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $206,720 | 8,000 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $197,440 | 8,000 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||