Position in PPL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,215
New position
Shares Held
226
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#930
of 1,038 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RMG Wealth Management LLC holds $1,831,179 across 11 Utilities - Regulated Electric names. PPL ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
9,967 | $760,382 | |
| 2 | MGEE |
Mge Energy Inc
|
4,285 | $349,398 | |
| 3 | EXC |
Exelon Corp
|
5,500 | $256,410 | |
| 4 | SO |
Southern Co
|
1,672 | $160,027 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,059 | $123,659 | |
| 6 | NEE |
Nextera Energy Inc
|
1,306 | $114,627 | |
| 7 | XEL |
Xcel Energy Inc
|
648 | $52,034 | |
| 8 | PPL |
PPL Corp
This page
|
226 | $8,215 |
All Filings in PPL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,215 | 226 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||