Position in PPL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$380,039
-$38,365 QoQ
Shares Held
10,455
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#614
of 1,039 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, 2026GC Wealth Management RIA, LLC holds $6,448,830 across 7 Utilities - Regulated Electric names. PPL ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,767 | $2,788,189 | |
| 2 | SO |
Southern Co
|
11,552 | $1,105,641 | |
| 3 | NGG |
National Grid PLC
|
11,736 | $972,562 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,503 | $479,245 | |
| 5 | XEL |
Xcel Energy Inc
|
5,626 | $451,767 | |
| 6 | PPL |
PPL Corp
This page
|
10,455 | $380,039 | |
| 7 | DUK |
Duke Energy CORP
|
2,144 | $271,387 |
All Filings in PPL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,039 | 10,455 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $418,404 | 10,953 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $455,259 | 13,000 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $706,708 | 19,018 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $544,646 | 16,071 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $531,719 | 14,725 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $444,799 | 13,703 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $464,674 | 14,047 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $400,233 | 14,475 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $396,569 | 14,405 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $400,754 | 14,788 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||