Position in PPL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,851
New position
Shares Held
216
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#931
of 1,037 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $1,595,643 across 10 Utilities - Regulated Electric names. PPL ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,133 | $523,155 | |
| 2 | D |
Dominion Energy, Inc
|
4,203 | $287,022 | |
| 3 | SO |
Southern Co
|
2,797 | $267,700 | |
| 4 | ETR |
Entergy Corp /De/
|
1,530 | $175,735 | |
| 5 | NEE |
Nextera Energy Inc
|
1,512 | $132,708 | |
| 6 | FE |
Firstenergy Corp
|
1,843 | $87,616 | |
| 7 | ED |
Consolidated Edison Inc
|
572 | $63,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
314 | $42,958 |
All Filings in PPL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,851 | 216 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||