Position in PPL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$226,569
-$15,466 QoQ
Shares Held
6,233
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#720
of 1,038 holders
Holding Since
Mar 2020
23 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, 2026Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. PPL ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,585 | $1,593,009 | |
| 2 | D |
Dominion Energy, Inc
|
22,438 | $1,532,291 | |
| 3 | NEE |
Nextera Energy Inc
|
16,772 | $1,472,078 | |
| 4 | SO |
Southern Co
|
13,698 | $1,311,035 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,331 | $1,002,954 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,609 | $538,192 | |
| 7 | EVRG |
Evergy, Inc.
|
4,342 | $375,279 | |
| 8 | FE |
Firstenergy Corp
|
5,579 | $265,225 |
All Filings in PPL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,569 | 6,233 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $242,035 | 6,336 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $202,893 | 5,460 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 | $208,751 | 5,781 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $203,816 | 6,279 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $207,676 | 6,278 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $241,992 | 8,752 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $268,417 | 9,750 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $291,270 | 10,748 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $283,002 | 12,012 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $385,680 | 14,576 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $414,398 | 14,182 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $354,621 | 13,989 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $337,497 | 12,440 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $382,361 | 13,388 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $379,657 | 12,630 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $347,384 | 12,460 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $391,188 | 13,986 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $402,058 | 13,941 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $374,806 | 13,291 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $388,286 | 14,270 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $372,251 | 14,406 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $338,979 | 13,735 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||