PUREfi Wealth, LLC

Position in PPL — PPL Corp

CIK 2001520 BOSTON, MA

Position in PPL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$415,807

-$20,437 QoQ

Shares Held

11,439

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#599

of 1,039 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PUREfi Wealth, LLC holds $1,923,862 across 3 Utilities - Regulated Electric names. PPL ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,525	$1,011,549
2	WEC	Wec Energy Group, Inc.	4,252	$496,506
3	PPL	PPL Corp This page	11,439	$415,807

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,807	11,439	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$436,244	11,420	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$398,072	11,367	+2.1%	Shares	Sole	2026-01-12
2025-09-30	$413,553	11,129	+31.8%	Shares	Sole	2025-10-21
2025-06-30	$286,065	8,441	+39.9%	Shares	Sole	2025-07-22
2025-03-31	$217,923	6,035	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.