Position in PPL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$741,176
+$39,290 QoQ
Shares Held
20,390
+11.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#487
of 1,039 holders
Holding Since
Dec 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, 2026Confluence Wealth Services, Inc. holds $17,671,449 across 14 Utilities - Regulated Electric names. PPL ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,639 | $4,971,205 | |
| 2 | SO |
Southern Co
|
23,814 | $2,279,237 | |
| 3 | DUK |
Duke Energy CORP
|
17,603 | $2,228,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,950 | $1,498,069 | |
| 5 | D |
Dominion Energy, Inc
|
18,843 | $1,286,788 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
7,948 | $928,087 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
10,699 | $868,330 | |
| 8 | ETR |
Entergy Corp /De/
|
7,332 | $842,153 |
All Filings in PPL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,176 | 20,390 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $701,886 | 18,374 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $641,986 | 18,332 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $679,767 | 18,293 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $618,492 | 18,250 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $659,007 | 18,250 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $591,096 | 18,210 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $607,745 | 18,372 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $410,021 | 14,829 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $416,501 | 15,129 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $455,551 | 16,810 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $542,186 | 23,013 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $623,715 | 23,572 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $653,954 | 23,532 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $664,959 | 22,757 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $588,550 | 23,217 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $648,868 | 23,917 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $684,811 | 23,978 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $690,478 | 22,970 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||