Position in PPL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,535,678
-$673,007 QoQ
Shares Held
42,247
-26.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#373
of 1,039 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $8,892,073 across 7 Utilities - Regulated Electric names. PPL ranks #4 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
47,903 | $2,277,308 | |
| 2 | CNP |
Centerpoint Energy Inc
|
48,638 | $2,142,017 | |
| 3 | ETR |
Entergy Corp /De/
|
15,618 | $1,793,883 | |
| 4 | PPL |
PPL Corp
This page
|
42,247 | $1,535,678 | |
| 5 | NEE |
Nextera Energy Inc
|
5,619 | $493,179 | |
| 6 | NGG |
National Grid PLC
|
4,566 | $378,384 | |
| 7 | SO |
Southern Co
|
2,838 | $271,624 |
All Filings in PPL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,535,678 | 42,247 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,208,685 | 57,819 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,153,800 | 61,502 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,180,288 | 58,673 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,846,462 | 54,484 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,892,958 | 52,422 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,617,968 | 49,845 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $347,836 | 10,515 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,080 | 8,719 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $201,161 | 7,307 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||