Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,720,918
-$39,681 QoQ
Shares Held
47,343
+2.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#357
of 1,038 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Royal Fund Management, LLC holds $16,502,111 across 10 Utilities - Regulated Electric names. PPL ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
39,809 | $5,039,023 | |
| 2 | D |
Dominion Energy, Inc
|
51,548 | $3,520,212 | |
| 3 | NEE |
Nextera Energy Inc
|
29,553 | $2,593,866 | |
| 4 | XEL |
Xcel Energy Inc
|
24,368 | $1,956,750 | |
| 5 | PPL |
PPL Corp
This page
|
47,343 | $1,720,918 | |
| 6 | ETR |
Entergy Corp /De/
|
4,300 | $493,898 | |
| 7 | ED |
Consolidated Edison Inc
|
3,292 | $364,193 | |
| 8 | LNT |
Alliant Energy Corp
|
4,444 | $339,032 |
All Filings in PPL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,720,918 | 47,343 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,760,599 | 46,089 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,523,895 | 43,515 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,122,566 | 30,209 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,283,312 | 37,867 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,249,369 | 34,599 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,078,905 | 33,238 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,067,301 | 62,494 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $922,459 | 33,362 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $982,683 | 35,695 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $916,820 | 33,831 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $749,184 | 31,799 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $798,192 | 30,166 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $992,658 | 35,720 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $931,445 | 31,877 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $754,263 | 29,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $624,044 | 23,002 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $375,164 | 13,136 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $323,445 | 10,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $258,977 | 9,289 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $232,850 | 8,325 | Shares | Sole | 2021-07-26 | |
| 2020-03-31 | $20,311 | 823 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||