Position in PPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$512,135
+$168,603 QoQ
Shares Held
14,089
+56.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#556
of 1,039 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $1,419,400 across 3 Utilities - Regulated Electric names. PPL ranks #2 (36.1% of the industry book) .
All Filings in PPL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,135 | 14,089 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $343,532 | 8,993 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $323,514 | 9,238 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $570,443 | 15,351 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $614,222 | 18,124 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $654,385 | 18,122 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $535,330 | 16,492 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $430,006 | 12,999 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $310,896 | 11,244 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $270,977 | 9,843 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $258,913 | 9,554 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $210,178 | 8,921 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $200,011 | 7,559 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||