Position in PPL
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$624,149
+$41,172 QoQ
Shares Held
16,339
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 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, 2026Cooper Financial Group holds $3,887,595 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,481 | $1,095,457 | |
| 2 | EXC |
Exelon Corp
|
13,161 | $613,565 | |
| 3 | SO |
Southern Co
|
6,326 | $605,461 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,744 | $512,216 | |
| 5 | DUK |
Duke Energy CORP
|
3,392 | $429,359 | |
| 6 | ED |
Consolidated Edison Inc
|
3,730 | $412,649 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,697 | $218,888 |
All Filings in PPL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $624,149 | 16,339 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $582,977 | 16,647 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $620,683 | 16,703 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $595,277 | 17,565 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $636,872 | 17,637 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $539,290 | 16,614 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $485,316 | 14,671 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $334,004 | 12,623 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $323,503 | 11,641 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $290,008 | 9,925 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $223,637 | 8,822 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $200,382 | 7,386 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $209,830 | 7,347 | Shares | Sole | 2022-04-25 | |
| 2020-12-31 | $314,994 | 11,170 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||