Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$509,627
-$36,633 QoQ
Shares Held
14,020
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#558
of 1,038 holders
Holding Since
Mar 2021
19 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, 2026NFSG Corp holds $9,245,930 across 20 Utilities - Regulated Electric names. PPL ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,510 | $2,941,172 | |
| 2 | CNP |
Centerpoint Energy Inc
|
47,283 | $2,082,343 | |
| 3 | DUK |
Duke Energy CORP
|
8,880 | $1,124,030 | |
| 4 | EVRG |
Evergy, Inc.
|
9,819 | $848,656 | |
| 5 | PPL |
PPL Corp
This page
|
14,020 | $509,627 | |
| 6 | D |
Dominion Energy, Inc
|
5,105 | $348,620 | |
| 7 | ED |
Consolidated Edison Inc
|
2,463 | $272,481 | |
| 8 | ETR |
Entergy Corp /De/
|
2,345 | $269,346 |
All Filings in PPL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,627 | 14,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $546,260 | 14,300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $517,070 | 14,765 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $553,869 | 14,905 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $520,279 | 15,352 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $108,618 | 3,008 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $98,353 | 3,030 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $5,420 | 200 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $11,450 | 486 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $12,806 | 484 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,366 | 481 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,996 | 479 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $12,091 | 477 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $12,859 | 474 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $13,480 | 472 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $14,098 | 469 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,388 | 265 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $7,300 | 261 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $7,527 | 261 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||