Position in PPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$504,647
-$1,770 QoQ
Shares Held
13,883
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#562
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. PPL ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
125,697 | $11,032,425 | |
| 2 | DUK |
Duke Energy CORP
|
53,985 | $6,833,421 | |
| 3 | XEL |
Xcel Energy Inc
|
40,998 | $3,292,139 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,966 | $3,141,978 | |
| 5 | SO |
Southern Co
|
30,668 | $2,935,234 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
16,049 | $1,874,041 | |
| 7 | ED |
Consolidated Edison Inc
|
10,533 | $1,165,265 | |
| 8 | D |
Dominion Energy, Inc
|
14,586 | $996,077 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,647 | 13,883 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $506,417 | 13,257 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $465,801 | 13,301 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $244,735 | 6,586 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $215,269 | 6,352 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $337,014 | 9,333 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $159,054 | 4,900 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $154,053 | 4,657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $107,364 | 3,883 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $106,623 | 3,873 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $106,774 | 3,940 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $129,462 | 5,495 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $145,159 | 5,486 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $90,817 | 3,268 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $153,229 | 5,244 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $153,063 | 6,038 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,215,749 | 44,812 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,278,459 | 44,764 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,356,337 | 45,121 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,239,572 | 44,461 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,268,663 | 45,358 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,281,390 | 44,431 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,281,887 | 45,457 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,120,371 | 41,175 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,039,775 | 40,239 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $947,440 | 38,389 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||