Position in PPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$308,538
-$15,207 QoQ
Shares Held
8,488
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#650
of 1,038 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Prepared Retirement Institute LLC holds $308,538 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
|
8,488 | $308,538 |
All Filings in PPL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,538 | 8,488 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $323,745 | 8,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $329,818 | 9,418 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $352,462 | 9,485 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $313,482 | 9,250 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $352,794 | 9,770 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $400,783 | 12,347 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $407,876 | 12,330 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $340,343 | 12,309 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $359,706 | 13,066 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $353,519 | 13,045 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||