Position in PPL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$222,861
-$3,894 QoQ
Shares Held
6,131
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#725
of 1,038 holders
Holding Since
Sep 2023
10 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, 2026Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. PPL ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
57,346 | $5,033,258 | |
| 2 | DUK |
Duke Energy CORP
|
18,664 | $2,362,489 | |
| 3 | SO |
Southern Co
|
10,537 | $1,008,496 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
7,260 | $589,221 | |
| 5 | EXC |
Exelon Corp
|
10,539 | $491,328 | |
| 6 | AEE |
Ameren Corp
|
4,030 | $455,551 | |
| 7 | D |
Dominion Energy, Inc
|
5,757 | $393,145 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,291 | $267,520 |
All Filings in PPL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,861 | 6,131 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $226,755 | 5,936 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $207,878 | 5,936 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $230,429 | 6,201 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $210,151 | 6,201 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $265,661 | 7,357 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $221,117 | 6,812 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $225,340 | 6,812 | Shares | Sole | 2024-11-25 | |
| 2023-12-31 | $204,442 | 7,544 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $438,310 | 18,604 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||