Position in PPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$583,708
+$41,844 QoQ
Shares Held
16,058
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#531
of 1,039 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, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. PPL ranks #19 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in PPL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,708 | 16,058 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $541,864 | 15,473 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $550,228 | 14,807 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $558,371 | 16,476 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $406,723 | 12,530 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $404,601 | 12,231 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $324,251 | 11,727 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $305,940 | 11,113 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $300,457 | 11,087 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $158,205 | 6,715 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $184,082 | 6,957 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $193,918 | 6,978 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $178,592 | 6,112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $54,350 | 2,144 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $45,903 | 1,692 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $35,928 | 1,258 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $56,624 | 2,031 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $36,249 | 1,296 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $32,041 | 1,111 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $31,330 | 1,111 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $30,175 | 1,109 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $28,579 | 1,106 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $34,058 | 1,380 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||