Position in PPL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$209,870
+$2,762 QoQ
Shares Held
5,494
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Heritage Wealth Management, Inc. holds $5,690,095 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,211 | $2,051,988 | |
| 2 | NEE |
Nextera Energy Inc
|
12,100 | $1,062,017 | |
| 3 | XEL |
Xcel Energy Inc
|
10,343 | $830,542 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,260 | $582,810 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,727 | $464,803 | |
| 6 | SO |
Southern Co
|
4,456 | $426,483 | |
| 7 | D |
Dominion Energy, Inc
|
3,975 | $271,452 |
All Filings in PPL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,870 | 5,494 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $207,108 | 5,914 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $219,764 | 5,914 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $200,425 | 5,914 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $224,387 | 6,214 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $211,444 | 6,514 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $215,483 | 6,514 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||