Position in PPL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$511,517
-$26,033 QoQ
Shares Held
14,072
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#556
of 1,037 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. PPL ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,517 | 14,072 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $537,550 | 14,072 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $529,117 | 15,109 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $573,676 | 15,438 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $556,270 | 16,414 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $619,069 | 17,144 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $605,281 | 18,647 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $631,530 | 19,091 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $527,866 | 19,091 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $559,134 | 20,310 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,003,702 | 37,037 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $880,719 | 37,382 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $585,771 | 22,138 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $676,325 | 24,337 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,082,221 | 37,037 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $532,172 | 20,993 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $569,295 | 20,984 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $604,815 | 21,177 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $675,237 | 22,463 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $825,443 | 29,607 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $789,956 | 28,243 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $808,385 | 28,030 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $833,253 | 29,548 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $797,171 | 29,297 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $770,884 | 29,833 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $568,232 | 23,024 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||