Position in PPL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,540
-$639 QoQ
Shares Held
345
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#912
of 1,038 holders
Holding Since
Mar 2020
15 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, 2026HHM Wealth Advisors, LLC holds $4,065,350 across 12 Utilities - Regulated Electric names. PPL ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,111 | $1,924,823 | |
| 2 | NEE |
Nextera Energy Inc
|
9,447 | $829,163 | |
| 3 | DUK |
Duke Energy CORP
|
5,173 | $654,798 | |
| 4 | EVRG |
Evergy, Inc.
|
2,074 | $179,255 | |
| 5 | D |
Dominion Energy, Inc
|
2,503 | $170,929 | |
| 6 | ED |
Consolidated Edison Inc
|
1,073 | $118,705 | |
| 7 | AEE |
Ameren Corp
|
639 | $72,232 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
516 | $60,253 |
All Filings in PPL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,540 | 345 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,179 | 345 | Shares | Sole | 2026-04-17 | |
| 2023-09-30 | $4,782 | 203 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,371 | 203 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,641 | 203 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $2,713 | 100 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,856 | 100 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,006 | 100 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,788 | 100 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,797 | 100 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,884 | 100 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,820 | 100 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,721 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,584 | 100 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,468 | 100 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||