Position in PPL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$268,190
+$35,973 QoQ
Shares Held
7,378
+21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#681
of 1,037 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. PPL ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,287 | $2,307,209 | |
| 2 | DUK |
Duke Energy CORP
|
16,334 | $2,067,557 | |
| 3 | SO |
Southern Co
|
20,147 | $1,928,269 | |
| 4 | ETR |
Entergy Corp /De/
|
9,518 | $1,093,237 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,346 | $868,196 | |
| 6 | D |
Dominion Energy, Inc
|
11,885 | $811,626 | |
| 7 | ED |
Consolidated Edison Inc
|
4,364 | $482,789 | |
| 8 | NGG |
National Grid PLC
|
5,274 | $437,056 |
All Filings in PPL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,190 | 7,378 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $232,217 | 6,079 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $473,435 | 13,519 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $494,934 | 13,319 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $460,565 | 13,590 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $438,844 | 12,153 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $393,545 | 12,124 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $408,868 | 12,360 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $331,523 | 11,990 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $280,393 | 10,185 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $261,189 | 9,638 | Shares | Sole | 2024-01-29 | |
| 2022-12-31 | $251,467 | 8,606 | Shares | Sole | 2023-02-09 | |
| 2021-03-31 | $162,340 | 5,629 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $153,605 | 5,447 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $148,158 | 5,445 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $146,254 | 5,660 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $142,551 | 5,776 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||