Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$163,829
-$8,338 QoQ
Shares Held
4,507
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#765
of 1,038 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Siemens Fonds Invest GmbH holds $35,733,735 across 22 Utilities - Regulated Electric names. PPL ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
97,725 | $8,577,323 | |
| 2 | XEL |
Xcel Energy Inc
|
44,132 | $3,543,799 | |
| 3 | ES |
Eversource Energy
|
44,938 | $3,247,669 | |
| 4 | CMS |
Cms Energy Corp
|
37,240 | $2,848,860 | |
| 5 | DUK |
Duke Energy CORP
|
22,168 | $2,806,025 | |
| 6 | SO |
Southern Co
|
28,481 | $2,725,916 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,740 | $2,305,039 | |
| 8 | AEE |
Ameren Corp
|
20,075 | $2,269,278 |
All Filings in PPL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,829 | 4,507 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $172,167 | 4,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $157,835 | 4,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $167,480 | 4,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $152,742 | 4,507 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $166,755 | 4,618 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $222,910 | 8,097 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $490,889 | 18,114 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $590,460 | 25,062 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,126,322 | 42,567 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,066,547 | 74,363 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,175,078 | 74,438 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,939,984 | 76,528 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,019,123 | 74,424 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,136,402 | 74,804 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,199,911 | 73,184 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,309,997 | 82,855 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,226,523 | 79,604 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,351,844 | 81,548 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $2,480,331 | 87,955 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||