Position in PPL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,001,117
-$19,203 QoQ
Shares Held
110,072
+4.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#262
of 1,039 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $6,391,958 across 3 Utilities - Regulated Electric names. PPL ranks #1 (62.6% of the industry book) .
All Filings in PPL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,001,117 | 110,072 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,020,320 | 105,244 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,557,471 | 101,584 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,748,886 | 100,885 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,101,782 | 91,525 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||