MB, LEVIS & ASSOCIATES, LLC

Position in PPL — PPL Corp

CIK 2065807 CENTER VALLEY, PA

Position in PPL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$44,165

-$1,904 QoQ

Shares Held

1,215

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#841

of 1,038 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. PPL ranks #2 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,855	$777,203
2	PPL	PPL Corp This page	1,215	$44,165
3	SO	Southern Co	427	$40,868
4	DTE	Dte Energy Co	164	$24,988
5	XEL	Xcel Energy Inc	250	$20,075
6	AEP	American Electric Power Co Inc	36	$4,925
7	FE	Firstenergy Corp	93	$4,421
8	FTS	Fortis Inc.	77	$4,406

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,165	1,215	+0.7%	Shares	Sole	2026-07-22
2026-03-31	$46,069	1,206	+0.8%	Shares	Sole	2026-04-08
2025-12-31	$41,883	1,196	+0.7%	Shares	Sole	2026-01-14
2025-09-30	$44,146	1,188	+0.8%	Shares	Sole	2025-10-15
2025-06-30	$39,922	1,178	+0.8%	Shares	Sole	2025-07-29
2025-03-31	$42,212	1,169	+0.8%	Shares	Sole	2025-05-07
2024-12-31	$37,653	1,160	+0.7%	Shares	Sole	2025-05-07
2024-09-30	$38,108	1,152	+15.8%	Shares	Sole	2025-05-07
2024-06-30	$27,511	995	0.0%	Shares	Sole	2025-05-07
2024-03-31	$27,392	995	0.0%	Shares	Sole	2025-05-07
2023-12-31	$26,964	995	0.0%	Shares	Sole	2025-05-07
2023-09-30	$23,442	995	+0.4%	Shares	Sole	2025-05-07
2023-06-30	$26,221	991	+0.9%	Shares	Sole	2025-05-07
2023-03-31	$27,289	982	+0.7%	Shares	Sole	2025-05-07
2022-12-31	$28,489	975	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.