Gratus Wealth Advisors, LLC

Position in PPL — PPL Corp

CIK 2022161 VIRGINIA BEACH, VA

Position in PPL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$229,732

-$11,692 QoQ

Shares Held

6,320

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#718

of 1,037 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gratus Wealth Advisors, LLC holds $4,507,961 across 5 Utilities - Regulated Electric names. PPL ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	37,286	$2,546,260
2	DUK	Duke Energy CORP	7,279	$921,375
3	SO	Southern Co	5,333	$510,421
4	NEE	Nextera Energy Inc	3,420	$300,173
5	PPL	PPL Corp This page	6,320	$229,732

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,732	6,320	0.0%	Shares	Sole	2026-07-20
2026-03-31	$241,424	6,320	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.