Position in PPL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,617
-$5,522 QoQ
Shares Held
72
-76.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#976
of 1,038 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 56%
Shared 44%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mechanics Financial Corp holds $4,155,142 across 9 Utilities - Regulated Electric names. PPL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,262 | $1,690,625 | |
| 2 | SO |
Southern Co
|
9,301 | $890,198 | |
| 3 | DUK |
Duke Energy CORP
|
6,894 | $872,642 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,859 | $391,139 | |
| 5 | D |
Dominion Energy, Inc
|
3,000 | $204,870 | |
| 6 | EVRG |
Evergy, Inc.
|
605 | $52,290 | |
| 7 | OGE |
Oge Energy Corp.
|
1,000 | $48,660 | |
| 8 | PPL |
PPL Corp
This page
|
72 | $2,617 |
All Filings in PPL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,617 | 72 | Shares | Defined | 2026-08-05 | |
| 2022-06-30 | $8,139 | 300 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,568 | 300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,018 | 300 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||