Position in PPL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$996,208
-$46,040 QoQ
Shares Held
27,406
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#434
of 1,038 holders
Holding Since
Dec 2020
20 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, 2026Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. PPL ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,729 | $1,380,534 | |
| 2 | SO |
Southern Co
|
11,942 | $1,142,968 | |
| 3 | PPL |
PPL Corp
This page
|
27,406 | $996,208 | |
| 4 | DUK |
Duke Energy CORP
|
4,048 | $512,395 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,438 | $360,188 | |
| 6 | D |
Dominion Energy, Inc
|
5,169 | $352,991 | |
| 7 | ED |
Consolidated Edison Inc
|
3,189 | $352,799 | |
| 8 | EXC |
Exelon Corp
|
6,468 | $301,538 |
All Filings in PPL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,208 | 27,406 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,042,248 | 27,284 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $951,178 | 27,161 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,004,955 | 27,044 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $912,217 | 26,917 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $600,942 | 16,642 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $538,803 | 16,599 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $552,237 | 16,694 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $312,408 | 11,528 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $252,657 | 10,724 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $271,876 | 10,275 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $297,019 | 10,688 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $312,244 | 10,686 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $270,814 | 10,683 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $360,286 | 13,280 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $379,219 | 13,278 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $399,016 | 13,274 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $369,939 | 13,269 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $376,755 | 13,470 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $379,769 | 13,467 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||