Position in PPL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$385,413
-$5,637 QoQ
Shares Held
10,603
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#610
of 1,038 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. PPL ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
This page
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in PPL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,413 | 10,603 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $391,050 | 10,237 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $330,235 | 9,430 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $348,632 | 9,382 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $285,654 | 8,429 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $306,317 | 8,483 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $222,575 | 6,857 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $402,945 | 12,181 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $338,737 | 12,251 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $257,101 | 9,339 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $222,002 | 8,192 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $183,084 | 7,771 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $106,316 | 4,018 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $61,971 | 2,230 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $89,997 | 3,080 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $96,528 | 3,558 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $34,000 | 12,302 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $296,071 | 10,499 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $71,916 | 2,643 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||