Position in PPL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$440,707
-$46,075 QoQ
Shares Held
12,124
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#583
of 1,038 holders
Holding Since
Dec 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, 2026Palacios Wealth Management, LLC holds $440,707 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
|
12,124 | $440,707 |
All Filings in PPL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,707 | 12,124 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $486,782 | 12,743 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $572,156 | 16,338 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $607,120 | 16,338 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $588,432 | 17,363 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $568,479 | 15,743 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $522,216 | 16,088 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||