Position in PPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$111,666
-$5,684 QoQ
Shares Held
3,072
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#789
of 1,038 holders
Holding Since
Dec 2023
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, 2026Bare Financial Services, Inc holds $499,302 across 32 Utilities - Regulated Electric names. PPL ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
3,072 | $111,666 | |
| 2 | EXC |
Exelon Corp
|
1,558 | $72,633 | |
| 3 | DUK |
Duke Energy CORP
|
371 | $46,961 | |
| 4 | D |
Dominion Energy, Inc
|
483 | $32,982 | |
| 5 | CNP |
Centerpoint Energy Inc
|
596 | $26,247 | |
| 6 | NEE |
Nextera Energy Inc
|
280 | $24,574 | |
| 7 | FTS |
Fortis Inc.
|
358 | $20,487 | |
| 8 | SO |
Southern Co
|
179 | $17,131 |
All Filings in PPL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,666 | 3,072 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $117,350 | 3,072 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $106,390 | 3,038 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $116,570 | 3,137 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,995 | 472 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,208 | 255 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $259 | 8 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $396 | 12 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $331 | 12 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $330 | 12 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $74,823 | 2,761 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||