Position in PPL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,544,547
-$58,630 QoQ
Shares Held
42,491
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 1,038 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $192,004,579 across 27 Utilities - Regulated Electric names. PPL ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,292 | $39,609,898 | |
| 2 | SO |
Southern Co
|
329,023 | $31,490,791 | |
| 3 | DUK |
Duke Energy CORP
|
206,360 | $26,121,048 | |
| 4 | AEP |
American Electric Power Co Inc
|
130,740 | $17,886,539 | |
| 5 | ETR |
Entergy Corp /De/
|
96,851 | $11,124,305 | |
| 6 | ED |
Consolidated Edison Inc
|
68,203 | $7,545,297 | |
| 7 | D |
Dominion Energy, Inc
|
87,764 | $5,993,403 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
73,110 | $5,933,607 |
All Filings in PPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,544,547 | 42,491 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,603,177 | 41,968 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,686,283 | 48,152 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,692,638 | 45,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,700,905 | 50,189 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,348,094 | 37,333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,346,992 | 41,497 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,256,246 | 37,976 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $852,974 | 30,849 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $947,885 | 34,431 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $685,467 | 25,294 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $809,969 | 34,379 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,307,811 | 49,426 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,470,896 | 52,929 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,963,028 | 67,181 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,607,196 | 102,848 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,314,758 | 85,321 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,631,490 | 57,125 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,668,991 | 55,522 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,550,825 | 55,625 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,425,155 | 50,953 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,388,415 | 48,142 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,931,643 | 68,498 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,187,820 | 80,405 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||