Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$307,920
-$15,672 QoQ
Shares Held
8,471
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#650
of 1,037 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, 2026Legend Financial Advisors, Inc. holds $532,260 across 2 Utilities - Regulated Electric names. PPL ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
8,471 | $307,920 | |
| 2 | NEE |
Nextera Energy Inc
|
2,556 | $224,340 |
All Filings in PPL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,920 | 8,471 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $323,592 | 8,471 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||