Position in PPL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,979
-$34,443 QoQ
Shares Held
137
-86.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#950
of 1,038 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. PPL ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in PPL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,979 | 137 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $39,422 | 1,032 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,541 | 1,072 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $39,501 | 1,063 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $42,938 | 1,267 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $77,853 | 2,156 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $66,153 | 2,038 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $60,668 | 1,834 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $66,968 | 2,422 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $154,801 | 5,623 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $151,841 | 5,603 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $142,702 | 6,057 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $168,841 | 6,381 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $180,134 | 6,482 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $79,741 | 2,729 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $53,412 | 2,107 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $240,507 | 8,865 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $344,090 | 12,048 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $542,432 | 18,045 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $369,688 | 13,260 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $376,644 | 13,466 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $588,480 | 20,405 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||