Position in PPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$384,074
-$15,650 QoQ
Shares Held
10,566
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#611
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRA Financial Services, LLC holds $5,147,447 across 7 Utilities - Regulated Electric names. PPL ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,334 | $2,486,875 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
13,158 | $1,067,903 | |
| 3 | DUK |
Duke Energy CORP
|
3,488 | $441,511 | |
| 4 | PPL |
PPL Corp
This page
|
10,566 | $384,074 | |
| 5 | EXC |
Exelon Corp
|
6,308 | $294,078 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,954 | $267,326 | |
| 7 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,074 | 10,566 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $399,724 | 10,464 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $363,962 | 10,393 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $404,746 | 10,892 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $374,653 | 11,055 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $408,043 | 11,300 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $350,568 | 10,800 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $347,340 | 10,500 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $309,680 | 11,200 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $370,278 | 13,450 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $453,925 | 16,750 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $583,110 | 24,750 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $730,243 | 27,598 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $825,307 | 29,698 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $867,775 | 29,698 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $770,868 | 30,409 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $824,996 | 30,409 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $874,193 | 30,609 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $924,615 | 30,759 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $901,053 | 32,319 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $826,933 | 29,565 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $852,654 | 29,565 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $828,093 | 29,365 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,003,804 | 36,891 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $907,397 | 35,116 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $862,343 | 34,941 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||