Position in PPL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,109,111
-$75,394 QoQ
Shares Held
30,512
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#421
of 1,038 holders
Holding Since
Sep 2024
7 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, 2026Shum Financial Group, Inc. holds $1,109,111 across 1 Utilities - Regulated Electric name. PPL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
30,512 | $1,109,111 |
All Filings in PPL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,111 | 30,512 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,184,505 | 31,008 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,088,071 | 31,070 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,159,652 | 31,207 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $1,136,128 | 31,463 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $998,924 | 30,774 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,034,014 | 31,258 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||