Position in PPL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$944,456
-$481,698 QoQ
Shares Held
24,724
-39.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 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, 2026INCEPTIONR LLC holds $10,556,358 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
19,252 | $1,562,492 | |
| 2 | EIX |
Edison International
|
20,570 | $1,531,436 | |
| 3 | OGE |
Oge Energy Corp.
|
25,463 | $1,239,029 | |
| 4 | FE |
Firstenergy Corp
|
25,893 | $1,230,953 | |
| 5 | AEE |
Ameren Corp
|
7,257 | $820,331 | |
| 6 | NEE |
Nextera Energy Inc
|
8,996 | $789,578 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
6,827 | $730,489 | |
| 8 | CNP |
Centerpoint Energy Inc
|
13,897 | $612,023 |
All Filings in PPL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $944,456 | 24,724 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,426,154 | 40,724 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,177,711 | 34,751 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,276,554 | 39,327 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $305,947 | 11,065 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $434,900 | 16,048 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $515,634 | 21,886 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,125,634 | 42,541 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $1,487,356 | 50,902 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||