Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$396,942
-$158,822 QoQ
Shares Held
10,920
-27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#605
of 1,038 holders
Holding Since
Jun 2020
6 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, 2026Neo Ivy Capital Management holds $3,992,614 across 6 Utilities - Regulated Electric names. PPL ranks #4 (9.9% of the industry book) .
All Filings in PPL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,942 | 10,920 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $555,764 | 14,956 | Shares | Sole | 2025-11-12 | |
| 2023-06-30 | $841,428 | 31,800 | Shares | Sole | 2023-08-16 | |
| 2021-09-30 | $30,640 | 1,099 | Shares | Sole | 2021-11-16 | |
| 2021-03-31 | $52,344 | 1,815 | Shares | Sole | 2021-10-07 | |
| 2020-06-30 | $28,398 | 1,099 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||