Position in PPL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$116,004,444
-$3,380,294 QoQ
Shares Held
3,191,319
+2.1% QoQ
Ownership
0.424%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 17%
None 11%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. PPL ranks #23 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,004,444 | 3,191,319 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $119,384,738 | 3,125,255 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $106,479,182 | 3,040,525 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $103,267,267 | 2,778,990 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $94,504,940 | 2,788,579 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $101,727,068 | 2,817,144 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $85,943,755 | 2,647,682 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $85,278,981 | 2,577,962 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $71,095,142 | 2,571,253 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $65,217,383 | 2,368,957 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $57,825,030 | 2,133,765 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $50,756,601 | 2,154,355 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,146,790 | 2,424,293 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $64,588,375 | 2,324,159 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $67,470,117 | 2,309,039 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $59,941,924 | 2,364,573 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $63,193,256 | 2,329,276 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $65,476,998 | 2,292,612 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $67,393,137 | 2,241,954 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $63,013,316 | 2,260,162 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $63,420,968 | 2,267,464 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $65,883,047 | 2,284,433 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $66,095,639 | 2,343,817 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $63,241,482 | 2,324,200 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,272,328 | 2,139,022 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $52,993,661 | 2,147,231 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||