Richard W. Paul & Associates, LLC

Position in PPL — PPL Corp

CIK 1964203 NOVI, MI

Position in PPL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$269,571

-$20,099 QoQ

Shares Held

7,416

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#679

of 1,037 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Richard W. Paul & Associates, LLC holds $3,340,147 across 11 Utilities - Regulated Electric names. PPL ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	21,898	$1,495,414
2	NEE	Nextera Energy Inc	13,660	$1,198,938
3	PPL	PPL Corp This page	7,416	$269,571
4	CNP	Centerpoint Energy Inc	5,893	$259,527
5	FE	Firstenergy Corp	625	$29,712
6	WEC	Wec Energy Group, Inc.	213	$24,872
7	NGG	National Grid PLC	285	$23,617
8	DUK	Duke Energy CORP	149	$18,860

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,571	7,416	-2.2%	Shares	Sole	2026-08-10
2026-03-31	$289,670	7,583	-1.3%	Shares	Sole	2026-05-13
2025-12-31	$268,988	7,681	-6.6%	Shares	Sole	2026-02-12
2025-09-30	$305,678	8,226	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$280,338	8,272	-0.2%	Shares	Sole	2025-08-12
2025-03-31	$299,279	8,288	+2522.8%	Shares	Sole	2025-05-12
2024-12-31	$10,257	316	-1.6%	Shares	Sole	2025-02-05
2024-09-30	$10,618	321	+0.6%	Shares	Sole	2024-10-17
2024-06-30	$8,820	319	+38.7%	Shares	Sole	2024-07-23
2024-03-31	$6,331	230	-28.3%	Shares	Sole	2024-05-14
2023-12-31	$8,699	321	-15.7%	Shares	Sole	2024-01-23
2023-09-30	$8,975	381	-14.6%	Shares	Sole	2023-10-12
2023-06-30	$11,800	446	-1.1%	Shares	Sole	2023-07-25
2023-03-31	$12,532	451	+4.2%	Shares	Sole	2023-04-24
2022-12-31	$12,651	433	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.