Position in PPL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,583,151
+$191,716 QoQ
Shares Held
43,553
+19.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#366
of 1,037 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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. PPL ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,583,151 | 43,553 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,391,435 | 36,425 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,186,022 | 33,867 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,267,156 | 34,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,238,001 | 36,530 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,484,770 | 41,118 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,384,808 | 42,662 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,529,387 | 46,233 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $850,403 | 30,756 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $839,031 | 30,477 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $864,679 | 31,907 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $788,176 | 33,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $905,249 | 34,212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $971,899 | 34,973 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,619,986 | 55,441 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,094,119 | 122,056 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,381,607 | 87,785 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,066,972 | 72,373 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,730,975 | 57,584 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,632,513 | 58,555 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,591,129 | 56,887 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,965,676 | 68,158 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,325,315 | 46,997 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,130,330 | 41,541 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,057,088 | 40,909 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $997,022 | 40,398 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||