Position in PPL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$248,643
-$101,872 QoQ
Shares Held
6,509
-35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Opal Wealth Advisors, LLC holds $1,651,846 across 4 Utilities - Regulated Electric names.
All Filings in PPL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,643 | 6,509 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $350,515 | 10,009 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $371,674 | 10,002 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $331,816 | 9,791 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $248,689 | 6,887 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $220,630 | 6,797 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $214,755 | 6,492 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,820 | 536 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||