Position in PPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$248,815
-$8,958 QoQ
Shares Held
6,845
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#702
of 1,038 holders
Holding Since
Sep 2024
6 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, 2026XML Financial, LLC holds $6,759,077 across 7 Utilities - Regulated Electric names. PPL ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
38,517 | $2,630,325 | |
| 2 | NEE |
Nextera Energy Inc
|
14,964 | $1,313,390 | |
| 3 | SO |
Southern Co
|
13,443 | $1,286,629 | |
| 4 | DUK |
Duke Energy CORP
|
5,002 | $633,153 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,500 | $342,025 | |
| 6 | DTE |
Dte Energy Co
|
2,000 | $304,740 | |
| 7 | PPL |
PPL Corp
This page
|
6,845 | $248,815 |
All Filings in PPL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,815 | 6,845 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $257,773 | 6,748 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $234,844 | 6,706 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $264,430 | 7,116 | Shares | Sole | 2025-10-20 | |
| 2024-12-31 | $220,403 | 6,790 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $239,763 | 7,248 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||