Position in PPL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$560,589
-$34,337 QoQ
Shares Held
15,422
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#534
of 1,038 holders
Holding Since
Mar 2021
21 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. PPL ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in PPL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,589 | 15,422 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $594,926 | 15,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,389 | 14,717 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $590,546 | 15,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $404,714 | 11,942 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,363 | 10,035 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $333,007 | 10,259 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $421,505 | 12,742 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,910 | 12,655 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $356,320 | 12,943 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $305,904 | 11,288 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $296,290 | 12,576 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $244,887 | 9,255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $278,428 | 10,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $248,516 | 8,505 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $215,982 | 8,520 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $245,580 | 9,052 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $281,258 | 9,848 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $373,134 | 12,413 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $466,791 | 16,689 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $209,003 | 7,247 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||