Position in PPL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,908,830
+$270,170 QoQ
Shares Held
355,126
+7.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#156
of 1,037 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 29%
Shared 18%
None 53%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $578,994,369 across 37 Utilities - Regulated Electric names. PPL ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,602,633 | $228,433,098 | |
| 2 | DUK |
Duke Energy CORP
|
320,034 | $40,509,903 | |
| 3 | SO |
Southern Co
|
271,260 | $25,962,294 | |
| 4 | ED |
Consolidated Edison Inc
|
229,747 | $25,416,910 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
202,908 | $23,693,567 | |
| 6 | AEP |
American Electric Power Co Inc
|
162,480 | $22,228,888 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
252,520 | $20,494,523 | |
| 8 | D |
Dominion Energy, Inc
|
410,701 | $17,948,380 |
All Filings in PPL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,908,830 | 355,126 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $12,638,660 | 330,855 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,694,104 | 219,706 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $8,433,683 | 226,956 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,979,060 | 235,440 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $8,864,029 | 245,473 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,909,035 | 274,462 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $9,776,065 | 295,528 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $7,276,566 | 263,167 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,710,216 | 243,742 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,709,237 | 210,673 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,562,939 | 236,118 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $6,050,210 | 228,655 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $6,968,313 | 250,749 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,555,857 | 224,362 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||