Position in PPL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$263,901
+$44,901 QoQ
Shares Held
7,260
+26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#690
of 1,038 holders
Holding Since
Mar 2026
2 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, 2026Lantz Financial LLC holds $13,145,695 across 10 Utilities - Regulated Electric names. PPL ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,998 | $3,253,948 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
26,829 | $3,132,822 | |
| 3 | ETR |
Entergy Corp /De/
|
20,920 | $2,402,871 | |
| 4 | NEE |
Nextera Energy Inc
|
14,724 | $1,292,325 | |
| 5 | DUK |
Duke Energy CORP
|
7,442 | $942,008 | |
| 6 | NGG |
National Grid PLC
|
6,896 | $571,471 | |
| 7 | FE |
Firstenergy Corp
|
11,132 | $529,215 | |
| 8 | EXC |
Exelon Corp
|
10,057 | $468,857 |
All Filings in PPL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,901 | 7,260 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $219,000 | 5,733 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||