Xcel Wealth Management, LLC

Position in PPL — PPL Corp

CIK 1791002 Holly Hill, FL

Position in PPL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$794,829

-$211,970 QoQ

Shares Held

21,866

-17.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#480

of 1,038 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $8,516,698 across 5 Utilities - Regulated Electric names. PPL ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	66,724	$5,856,365
2	SO	Southern Co	10,872	$1,040,559
3	PPL	PPL Corp This page	21,866	$794,829
4	D	Dominion Energy, Inc	6,397	$436,851
5	DUK	Duke Energy CORP	3,066	$388,094

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$794,829	21,866	-17.0%	Shares	Sole	2026-07-24
2026-03-31	$1,006,799	26,356	-21.5%	Shares	Sole	2026-04-21
2025-12-31	$1,175,061	33,554	-7.2%	Shares	Sole	2026-01-26
2025-09-30	$1,343,111	36,144	0.0%	Shares	Sole	2025-10-29
2025-06-30	$1,224,920	36,144	-4.0%	Shares	Sole	2025-07-15
2025-03-31	$1,359,324	37,644	-20.2%	Shares	Sole	2025-04-28
2024-12-31	$1,530,294	47,144	-21.2%	Shares	Sole	2025-02-05
2024-09-30	$1,979,804	59,849	-69.8%	Shares	Sole	2024-10-21
2024-06-30	$5,472,045	197,904	-4.1%	Shares	Sole	2024-07-23
2024-03-31	$5,682,302	206,404	-4.5%	Shares	Sole	2024-04-22
2023-12-31	$5,856,906	216,122	-10.9%	Shares	Sole	2024-01-29
2023-09-30	$5,717,587	242,682	-10.8%	Shares	Sole	2023-10-17
2023-06-30	$7,202,412	272,200	-7.9%	Shares	Sole	2023-07-26
2023-03-31	$8,213,334	295,550	-4.6%	Shares	Sole	2023-04-26
2022-12-31	$9,049,580	309,705	-6.4%	Shares	Sole	2023-02-15
2022-09-30	$8,383,371	330,705	-2.8%	Shares	Sole	2022-10-20
2022-06-30	$9,229,761	340,205	-4.1%	Shares	Sole	2022-07-26
2022-03-31	$10,132,374	354,775	+79.7%	Shares	Sole	2022-04-29
2021-12-31	$5,935,797	197,465	+2.2%	Shares	Sole	2022-02-03
2021-09-30	$5,388,200	193,264	+6.8%	Shares	Sole	2021-10-21
2021-06-30	$5,060,304	180,919	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.