CX Institutional

Position in PPL — PPL Corp

CIK 1737089 AUBURN, IN

Position in PPL

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$712,460

-$39,507 QoQ

Shares Held

19,600

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#492

of 1,038 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. PPL ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp This page	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,460	19,600	-0.4%	Shares	Sole	2026-07-02
2026-03-31	$751,967	19,685	+5.5%	Shares	Sole	2026-04-06
2025-12-31	$653,263	18,654	+0.8%	Shares	Sole	2026-02-02
2025-09-30	$687,794	18,509	+179.0%	Shares	Sole	2025-10-23
2025-06-30	$224,860	6,635	+1.6%	Shares	Sole	2025-07-16
2025-03-31	$235,906	6,533	+491.2%	Shares	Sole	2025-04-15
2022-06-30	$29,978	1,105	-65.2%	Shares	Sole	2022-08-02
2021-09-30	$88,602	3,178	+7.8%	Shares	Sole	2021-11-10
2021-06-30	$82,455	2,948	+149.2%	Shares	Sole	2021-08-04
2021-03-31	$34,117	1,183	+17.7%	Shares	Sole	2021-04-15
2020-12-31	$28,341	1,005	+49.3%	Shares	Sole	2021-01-12
2020-09-30	$18,312	673	+23.9%	Shares	Sole	2020-10-13
2020-06-30	$14,031	543	+196.7%	Shares	Sole	2020-08-06
2020-03-31	$4,516	183	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.