Position in PPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$296,288
-$9,617 QoQ
Shares Held
8,151
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#661
of 1,038 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026V-Square Quantitative Management LLC holds $14,466,668 across 24 Utilities - Regulated Electric names. PPL ranks #20 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,917 | $1,309,265 | |
| 2 | ED |
Consolidated Edison Inc
|
10,666 | $1,179,979 | |
| 3 | EIX |
Edison International
|
14,225 | $1,059,051 | |
| 4 | EXC |
Exelon Corp
|
21,459 | $1,000,418 | |
| 5 | DUK |
Duke Energy CORP
|
7,160 | $906,312 | |
| 6 | CMS |
Cms Energy Corp
|
11,560 | $884,340 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,866 | $800,724 | |
| 8 | SO |
Southern Co
|
8,004 | $766,062 |
All Filings in PPL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,288 | 8,151 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $305,905 | 8,008 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $283,311 | 8,090 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $374,721 | 10,084 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $324,733 | 9,582 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $310,618 | 8,602 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $311,973 | 9,611 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $350,548 | 10,597 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $293,007 | 10,597 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $560,290 | 20,352 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $469,886 | 17,339 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $185,370 | 7,868 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||