Position in PPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$84,513
-$7,090 QoQ
Shares Held
2,325
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#801
of 1,038 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. PPL ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,678 | $541,986 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,513 | 2,325 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $91,603 | 2,398 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $83,977 | 2,398 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $94,683 | 2,548 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $86,351 | 2,548 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $92,008 | 2,548 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $82,708 | 2,548 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $92,557 | 2,798 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $66,028 | 2,388 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $65,741 | 2,388 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $64,714 | 2,388 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $56,261 | 2,388 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $171,407 | 6,478 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $184,886 | 6,653 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $200,244 | 6,853 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $156,612 | 6,178 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $172,356 | 6,353 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $78,911 | 2,763 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $83,055 | 2,763 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $85,396 | 3,063 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $102,454 | 3,663 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $105,640 | 3,663 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $98,361 | 3,488 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $98,989 | 3,638 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $94,005 | 3,638 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $105,013 | 4,255 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||