Position in PPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$307,557
-$347,496 QoQ
Shares Held
8,461
-50.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#652
of 1,038 holders
Holding Since
Jun 2020
19 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, 2026Elevated Capital Advisors, LLC holds $5,330,892 across 25 Utilities - Regulated Electric names. PPL ranks #12 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,140 | $555,880 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,072 | $420,280 | |
| 3 | CMS |
Cms Energy Corp
|
4,849 | $370,948 | |
| 4 | EIX |
Edison International
|
4,811 | $358,178 | |
| 5 | EXC |
Exelon Corp
|
7,543 | $351,654 | |
| 6 | FE |
Firstenergy Corp
|
7,351 | $349,466 | |
| 7 | ES |
Eversource Energy
|
4,742 | $342,704 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,775 | $324,036 |
All Filings in PPL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,557 | 8,461 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $655,053 | 17,148 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $692,695 | 19,780 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $708,195 | 19,058 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $755,238 | 22,285 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $804,711 | 22,285 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $708,082 | 21,814 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $733,284 | 22,167 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $627,682 | 22,701 | Shares | Sole | 2024-08-01 | |
| 2023-06-30 | $1,587,547 | 59,998 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $1,597,091 | 57,470 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,668,871 | 57,114 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,360,940 | 53,686 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $1,265,493 | 44,310 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $991,134 | 35,550 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $873,852 | 30,300 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $850,709 | 30,167 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $882,420 | 32,430 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $871,789 | 33,738 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||