Position in PPL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$531,291
-$27,040 QoQ
Shares Held
14,616
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#549
of 1,038 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $759,405 across 2 Utilities - Regulated Electric names. PPL ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
14,616 | $531,291 | |
| 2 | NEE |
Nextera Energy Inc
|
2,599 | $228,114 |
All Filings in PPL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,291 | 14,616 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $558,331 | 14,616 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $511,852 | 14,616 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $543,130 | 14,616 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $495,336 | 14,616 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $527,783 | 14,616 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $474,435 | 14,616 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $517,569 | 15,646 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $432,611 | 15,646 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $430,734 | 15,646 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $424,006 | 15,646 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $368,619 | 15,646 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $413,993 | 15,646 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $434,802 | 15,646 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $391,109 | 13,385 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||