True Wealth Design, LLC

Position in PPL — PPL Corp

CIK 1966033 AKRON, OH

Position in PPL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$61,613

+$51,796 QoQ

Shares Held

1,695

+559.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#820

of 1,038 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. PPL ranks #10 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,714	$413,747
2	EIX	Edison International	5,246	$390,564
3	PCG	PG&E Corp	22,007	$370,157
4	ES	Eversource Energy	3,131	$226,277
5	DTE	Dte Energy Co	701	$106,811
6	ED	Consolidated Edison Inc	947	$104,766
7	DUK	Duke Energy CORP	817	$103,415
8	XEL	Xcel Energy Inc	978	$78,533

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,613	1,695	+559.5%	Shares	Sole	2026-07-16
2026-03-31	$9,817	257	+125.4%	Shares	Sole	2026-04-13
2025-12-31	$3,992	114	-27.4%	Shares	Sole	2026-01-08
2025-09-30	$5,834	157	+68.8%	Shares	Sole	2025-10-21
2025-06-30	$3,151	93	-11.4%	Shares	Sole	2025-08-06
2025-03-31	$3,791	105	+218.2%	Shares	Sole	2025-05-13
2024-12-31	$1,071	33	+22.2%	Shares	Sole	2025-02-14
2024-09-30	$893	27	+17.4%	Shares	Sole	2024-11-14
2024-06-30	$635	23	+21.1%	Shares	Sole	2024-08-14
2024-03-31	$523	19	+90.0%	Shares	Sole	2024-05-14
2023-12-31	$271	10	0.0%	Shares	Sole	2024-02-14
2023-09-30	$235	10	0.0%	Shares	Sole	2023-11-13
2023-06-30	$264	10	0.0%	Shares	Sole	2023-08-14
2023-03-31	$277	10	-60.0%	Shares	Sole	2023-05-12
2022-12-31	$730	25	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.