Position in PPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$264,264
-$7,414 QoQ
Shares Held
7,270
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#687
of 1,038 holders
Holding Since
Mar 2020
24 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, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. PPL ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
This page
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,172 | $160,341 |
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,264 | 7,270 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $271,678 | 7,112 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $248,536 | 7,097 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $263,204 | 7,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $241,059 | 7,113 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $254,719 | 7,054 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $228,485 | 7,039 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $176,018 | 5,321 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $146,489 | 5,298 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $117,993 | 4,286 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $141,137 | 5,334 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $147,314 | 5,301 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $178,125 | 6,096 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $152,201 | 6,004 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $155,400 | 5,728 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $148,911 | 5,214 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $155,229 | 5,164 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $142,494 | 5,111 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $142,954 | 5,111 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $147,401 | 5,111 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $144,130 | 5,111 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $140,294 | 5,156 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $132,068 | 5,111 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $113,996 | 4,619 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||