Position in PPL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$460,191
+$27,309 QoQ
Shares Held
12,660
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#574
of 1,038 holders
Holding Since
Mar 2020
25 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, 2026Keudell/Morrison Wealth Management holds $4,691,156 across 9 Utilities - Regulated Electric names. PPL ranks #6 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,201 | $784,922 | |
| 2 | SO |
Southern Co
|
7,697 | $736,679 | |
| 3 | NGG |
National Grid PLC
|
7,886 | $653,512 | |
| 4 | POR |
Portland General Electric Co /Or/
|
11,579 | $600,139 | |
| 5 | FE |
Firstenergy Corp
|
10,627 | $505,207 | |
| 6 | PPL |
PPL Corp
This page
|
12,660 | $460,191 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,781 | $441,507 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,908 | $261,033 |
All Filings in PPL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,191 | 12,660 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $432,882 | 11,332 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $394,290 | 11,259 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $400,817 | 11,827 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $466,541 | 12,920 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $376,243 | 11,591 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $388,590 | 11,747 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $323,145 | 11,687 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $288,954 | 10,496 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $271,298 | 10,011 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $270,303 | 11,473 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $319,451 | 12,073 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $387,865 | 13,957 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $453,991 | 15,537 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $485,249 | 19,142 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $647,186 | 23,855 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $846,889 | 29,653 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,036,528 | 34,482 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $997,574 | 35,781 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $891,012 | 31,856 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $904,018 | 31,346 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $968,698 | 34,351 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $941,221 | 34,591 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $749,256 | 28,996 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $748,988 | 30,348 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||