Position in PPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$206,722
-$23,515 QoQ
Shares Held
5,687
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#747
of 1,038 holders
Holding Since
Mar 2020
9 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, 2026Bernardo Wealth Planning LLC holds $434,538 across 2 Utilities - Regulated Electric names. PPL ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
2,807 | $227,816 | |
| 2 | PPL |
PPL Corp
This page
|
5,687 | $206,722 |
All Filings in PPL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,722 | 5,687 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $230,237 | 6,376 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $205,634 | 6,335 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $207,676 | 6,278 | Shares | Sole | 2024-10-18 | |
| 2021-03-31 | $208,253 | 7,221 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,374,439 | 48,739 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,432,416 | 52,643 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,370,631 | 53,043 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,193,944 | 48,377 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||