Position in PPL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$702,727
+$235,841 QoQ
Shares Held
18,396
+38.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Athena Wealth Management, LLC holds $1,829,546 across 2 Utilities - Regulated Electric names.
All Filings in PPL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,727 | 18,396 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $466,886 | 13,332 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||