Avion Wealth

Position in PPL — PPL Corp

CIK 1792704 THE WOODLANDS, TX

Position in PPL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$15,339

+$823 QoQ

Shares Held

422

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#905

of 1,039 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avion Wealth holds $1,260,554 across 29 Utilities - Regulated Electric names. PPL ranks #11 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	2,647	$292,837
2	NEE	Nextera Energy Inc	3,322	$291,571
3	ETR	Entergy Corp /De/	1,132	$130,021
4	SO	Southern Co	1,348	$129,017
5	CNP	Centerpoint Energy Inc	2,204	$97,064
6	NGG	National Grid PLC	736	$60,992
7	EVRG	Evergy, Inc.	485	$41,918
8	DUK	Duke Energy CORP	322	$40,758

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,339	422	+11.1%	Shares	Sole	2026-07-31
2026-03-31	$14,516	380	0.0%	Shares	Sole	2026-05-01
2025-12-31	$13,307	380	+3.8%	Shares	Sole	2026-01-23
2025-09-30	$13,600	366	0.0%	Shares	Sole	2025-10-24
2025-06-30	$12,403	366	-0.3%	Shares	Sole	2025-07-31
2025-03-31	$11	367	0.0%	Shares	Sole	2025-05-09
2024-12-31	$11,912	367	+11.9%	Shares	Sole	2025-01-29
2024-09-30	$10,850	328	+198.2%	Shares	Sole	2024-10-18
2024-06-30	$3,041	110	-27.6%	Shares	Sole	2024-07-26
2024-03-31	$5	152	0.0%	Shares	Sole	2024-05-03
2023-12-31	$4,119	152	+81.0%	Shares	Sole	2024-01-26
2023-09-30	$1	84	-28.2%	Shares	Sole	2023-10-20
2023-06-30	$504	117	+98.3%	Shares	Sole	2023-07-14
2023-03-31	$1	59	+40.5%	Shares	Sole	2023-05-05
2022-12-31	$1	42	0.0%	Shares	Sole	2023-01-30
2022-09-30	$1,064	42	0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,139	42	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.