Position in PPL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$214,101
-$10,133 QoQ
Shares Held
5,890
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#738
of 1,038 holders
Holding Since
Dec 2022
11 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, 2026Southland Equity Partners LLC holds $4,152,142 across 8 Utilities - Regulated Electric names. PPL ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,448 | $917,020 | |
| 2 | EIX |
Edison International
|
9,698 | $722,016 | |
| 3 | AEP |
American Electric Power Co Inc
|
4,869 | $666,127 | |
| 4 | DUK |
Duke Energy CORP
|
4,815 | $609,482 | |
| 5 | SO |
Southern Co
|
4,293 | $410,883 | |
| 6 | ED |
Consolidated Edison Inc
|
3,255 | $360,100 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
2,359 | $252,413 | |
| 8 | PPL |
PPL Corp
This page
|
5,890 | $214,101 |
All Filings in PPL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,101 | 5,890 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $224,234 | 5,870 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $203,921 | 5,823 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $223,963 | 6,027 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $205,102 | 6,052 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $217,634 | 6,027 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $219,155 | 6,625 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $214,238 | 7,782 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $210,567 | 7,770 | Shares | Sole | 2024-01-09 | |
| 2023-03-31 | $200,977 | 7,232 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $200,741 | 6,870 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||