Position in PPL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$239,764
-$10,637 QoQ
Shares Held
6,596
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#712
of 1,038 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Guardian Asset Advisors, LLC holds $652,634 across 2 Utilities - Regulated Electric names. PPL ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,704 | $412,870 | |
| 2 | PPL |
PPL Corp
This page
|
6,596 | $239,764 |
All Filings in PPL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,764 | 6,596 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $250,401 | 6,555 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $230,396 | 6,579 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $244,178 | 6,571 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $225,097 | 6,642 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $239,589 | 6,635 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $219,851 | 6,773 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $223,786 | 6,765 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $204,305 | 7,389 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $203,143 | 7,379 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||