Position in PPL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,309,145
+$51,067 QoQ
Shares Held
36,015
+9.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#403
of 1,038 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $9,004,269 across 9 Utilities - Regulated Electric names. PPL ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,871 | $3,060,627 | |
| 2 | DUK |
Duke Energy CORP
|
13,119 | $1,660,603 | |
| 3 | PPL |
PPL Corp
This page
|
36,015 | $1,309,145 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,533 | $1,167,399 | |
| 5 | DTE |
Dte Energy Co
|
4,873 | $742,499 | |
| 6 | XEL |
Xcel Energy Inc
|
3,951 | $317,265 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,494 | $283,573 | |
| 8 | SO |
Southern Co
|
2,596 | $248,463 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309,145 | 36,015 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,258,078 | 32,934 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,135,173 | 32,415 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,112,830 | 29,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $983,555 | 29,022 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $907,155 | 25,122 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $892,747 | 27,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $817,175 | 24,703 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $620,770 | 22,451 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $466,661 | 16,951 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $459,372 | 16,951 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $387,114 | 16,431 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $434,764 | 16,431 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $491,605 | 17,690 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $524,206 | 17,940 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $456,756 | 18,018 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487,743 | 17,978 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $415,805 | 14,559 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $437,643 | 14,559 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $405,904 | 14,559 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $407,215 | 14,559 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $420,256 | 14,572 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $419,023 | 14,859 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $426,081 | 15,659 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $417,005 | 16,138 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $428,889 | 17,378 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||