Position in PPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$482,582
-$9,854 QoQ
Shares Held
13,276
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#569
of 1,038 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. PPL ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
This page
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in PPL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,582 | 13,276 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $492,436 | 12,891 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $437,644 | 12,497 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $458,257 | 12,332 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $416,236 | 12,282 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $406,779 | 11,265 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $267,632 | 8,245 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $217,732 | 6,582 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $115,355 | 4,172 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $92,528 | 3,361 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $5,607 | 238 | Shares | Sole | 2023-12-18 | |
| 2021-06-30 | $1,734 | 62 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||