Position in PPL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$424,276
+$180 QoQ
Shares Held
11,672
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#591
of 1,038 holders
Holding Since
Mar 2024
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, 2026Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. PPL ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,527 | $6,453,464 | |
| 2 | DUK |
Duke Energy CORP
|
22,987 | $2,909,693 | |
| 3 | SO |
Southern Co
|
23,995 | $2,296,561 | |
| 4 | ETR |
Entergy Corp /De/
|
16,691 | $1,917,128 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,245 | $1,538,427 | |
| 6 | NGG |
National Grid PLC
|
15,019 | $1,244,623 | |
| 7 | D |
Dominion Energy, Inc
|
14,575 | $995,326 | |
| 8 | LNT |
Alliant Energy Corp
|
11,769 | $897,856 |
All Filings in PPL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,276 | 11,672 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $424,096 | 11,102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $373,488 | 10,665 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $406,604 | 10,942 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $357,505 | 10,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $367,094 | 10,166 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $346,835 | 10,685 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $311,613 | 9,420 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $259,799 | 9,396 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $232,931 | 8,461 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||