Position in PPL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,995,396
-$89,827 QoQ
Shares Held
54,894
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#339
of 1,043 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $9,279,273 across 7 Utilities - Regulated Electric names. PPL ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,032 | $3,250,298 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
19,271 | $2,250,274 | |
| 3 | PPL |
PPL Corp
This page
|
54,894 | $1,995,396 | |
| 4 | SO |
Southern Co
|
8,976 | $859,092 | |
| 5 | DTE |
Dte Energy Co
|
2,656 | $404,694 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,482 | $339,562 | |
| 7 | PCG |
PG&E Corp
|
10,699 | $179,957 |
All Filings in PPL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,995,396 | 54,894 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,085,223 | 54,587 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,910,586 | 54,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,017,565 | 54,294 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,644,342 | 48,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,754,259 | 48,581 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,590,020 | 48,984 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,391,212 | 42,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $718,540 | 25,987 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $508,424 | 18,468 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||