Position in PPL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$341,326
+$7,955 QoQ
Shares Held
9,390
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#626
of 1,039 holders
Holding Since
Jun 2021
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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. PPL ranks #13 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in PPL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,326 | 9,390 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $333,371 | 8,727 | Shares | Sole | 2026-04-23 | |
| 2022-12-31 | $188,819 | 6,462 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $217,881 | 8,031 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $228,422 | 7,998 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $241,682 | 8,040 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $223,318 | 8,010 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $222,641 | 7,960 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||