Position in PPL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$330,748
-$16,681 QoQ
Shares Held
9,099
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#633
of 1,038 holders
Holding Since
Dec 2020
18 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, 2026Wealth Management Associates, Inc. holds $4,824,619 across 8 Utilities - Regulated Electric names. PPL ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
24,431 | $1,982,819 | |
| 2 | DUK |
Duke Energy CORP
|
5,933 | $750,999 | |
| 3 | NEE |
Nextera Energy Inc
|
6,075 | $533,202 | |
| 4 | SO |
Southern Co
|
5,423 | $519,035 | |
| 5 | PPL |
PPL Corp
This page
|
9,099 | $330,748 | |
| 6 | EXC |
Exelon Corp
|
5,643 | $263,076 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,638 | $224,094 | |
| 8 | ETR |
Entergy Corp /De/
|
1,921 | $220,646 |
All Filings in PPL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,748 | 9,099 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $347,429 | 9,095 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $318,366 | 9,091 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $342,875 | 9,227 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $312,567 | 9,223 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $332,898 | 9,219 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $299,118 | 9,215 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $304,699 | 9,211 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $200,656 | 7,257 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $199,785 | 7,257 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $204,244 | 7,719 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $217,151 | 7,814 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $225,315 | 7,711 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $208,982 | 7,703 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $227,052 | 7,950 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $238,796 | 7,944 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $264,549 | 9,173 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $258,509 | 9,167 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||