Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,229,538
-$118,043 QoQ
Shares Held
33,825
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#412
of 1,039 holders
Holding Since
Mar 2020
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, 2026Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. PPL ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
22,460 | $1,672,147 | |
| 2 | ED |
Consolidated Edison Inc
|
13,719 | $1,517,732 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
15,846 | $1,286,061 | |
| 4 | PPL |
PPL Corp
This page
|
33,825 | $1,229,538 | |
| 5 | DTE |
Dte Energy Co
|
7,903 | $1,204,180 | |
| 6 | FE |
Firstenergy Corp
|
24,222 | $1,151,513 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
9,717 | $1,134,654 | |
| 8 | DUK |
Duke Energy CORP
|
7,712 | $976,184 |
All Filings in PPL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,538 | 33,825 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,347,581 | 35,277 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $346,522 | 9,895 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $385,720 | 10,380 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $380,991 | 11,242 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $486,473 | 13,472 | Shares | Sole | 2025-04-23 | |
| 2023-09-30 | $819,699 | 34,792 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $859,526 | 32,484 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $852,096 | 30,662 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $831,016 | 28,440 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $704,679 | 27,798 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $776,731 | 28,630 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $820,471 | 28,728 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $866,810 | 28,836 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $783,232 | 28,093 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $729,429 | 26,079 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $706,580 | 24,500 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $609,514 | 21,614 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $266,766 | 9,804 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $320,571 | 12,406 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $286,905 | 11,625 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||