Position in PPL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,247,968
+$104,490 QoQ
Shares Held
34,332
+14.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#411
of 1,039 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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. PPL ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
This page
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,968 | 34,332 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,143,478 | 29,934 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,042,090 | 29,757 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,191,015 | 32,051 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,040,185 | 30,693 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,084,816 | 30,042 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $925,337 | 28,507 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $928,853 | 28,079 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $684,807 | 24,767 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $623,141 | 22,635 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $536,363 | 19,792 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $455,697 | 19,342 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $485,170 | 18,336 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $500,081 | 17,995 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $514,534 | 17,609 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $429,251 | 16,933 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $455,024 | 16,772 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $451,562 | 15,811 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $499,536 | 16,618 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $462,891 | 16,603 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $462,651 | 16,541 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $428,764 | 14,867 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $444,009 | 15,745 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $456,366 | 16,772 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $419,331 | 16,228 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $409,712 | 16,601 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||