Position in PPL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$40,530
+$4,565 QoQ
Shares Held
1,061
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names.
All Filings in PPL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,530 | 1,061 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,965 | 1,027 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,799 | 479 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $37,956 | 1,120 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,455 | 428 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,756 | 393 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,033 | 394 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,894 | 394 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,093 | 294 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,368 | 235 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,227 | 137 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||