Outlook Wealth Advisors, LLC

Position in PPL — PPL Corp

CIK 1767151 SHENANDOAH, TX

Position in PPL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$502,974

-$15,361 QoQ

Shares Held

13,837

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#562

of 1,037 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,816,110 across 4 Utilities - Regulated Electric names. PPL ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POR	Portland General Electric Co /Or/	9,945	$515,449
2	PPL	PPL Corp This page	13,837	$502,974
3	NEE	Nextera Energy Inc	5,283	$463,688
4	CNP	Centerpoint Energy Inc	7,584	$333,999

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,974	13,837	+2.0%	Shares	Sole	2026-08-03
2026-03-31	$518,335	13,569	-2.7%	Shares	Sole	2026-04-17
2025-12-31	$488,318	13,944	-1.2%	Shares	Sole	2026-02-11
2025-09-30	$524,699	14,120	-0.5%	Shares	Sole	2025-10-30
2025-06-30	$480,695	14,184	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$511,353	14,161	—	Shares	Sole	2025-04-14
No filing history on record for this holder in this stock.