Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$285,965
-$23,763 QoQ
Shares Held
7,867
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#672
of 1,039 holders
Holding Since
Dec 2021
15 quarters on record
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. PPL ranks #14 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in PPL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,965 | 7,867 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $309,728 | 8,335 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $182,090 | 5,373 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $335,895 | 9,302 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $301,942 | 9,302 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $312,109 | 9,435 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $261,817 | 9,469 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $257,983 | 9,371 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $229,050 | 9,722 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $245,608 | 8,838 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $385,733 | 13,201 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $242,498 | 9,566 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $253,231 | 9,334 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $262,494 | 9,191 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $299,517 | 9,964 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||