Position in PPL
as of Mar 31, 2026
· filed Aug 7, 2026
Position Value
$9,855
New position
Shares Held
258
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Timothy G. Youngquist 2020 Irrevocable Trust holds $1,734,335 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,760 | $1,734,335 |
All Filings in PPL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,855 | 258 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||