Position in PPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$975,488
-$40,097 QoQ
Shares Held
26,836
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#437
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, 2026LIBERTY SQUARE WEALTH PARTNERS LLC holds $1,196,637 across 2 Utilities - Regulated Electric names. PPL ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
26,836 | $975,488 | |
| 2 | ED |
Consolidated Edison Inc
|
1,999 | $221,149 |
All Filings in PPL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,488 | 26,836 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,015,585 | 26,586 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,022,408 | 29,195 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,122,046 | 30,195 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,023,308 | 30,195 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,094,096 | 30,299 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $983,505 | 30,299 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||