Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,685,927
+$513,008 QoQ
Shares Held
789,159
+7.0% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#99
of 1,037 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. PPL ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,685,927 | 789,159 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $28,172,919 | 737,511 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $26,003,118 | 742,522 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $28,267,498 | 760,697 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $25,434,613 | 750,505 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,748,914 | 740,762 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,804,377 | 733,345 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,202,400 | 671,173 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,143,984 | 656,202 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $18,202,861 | 661,201 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,501,485 | 608,911 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $15,507,850 | 658,228 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,287,113 | 691,123 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,296,233 | 694,359 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,608,955 | 671,080 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,577,434 | 693,390 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,913,015 | 660,266 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $20,000,166 | 700,286 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $20,619,144 | 685,933 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,297,809 | 692,174 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,378,425 | 692,829 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,615,032 | 714,807 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $19,498,182 | 691,425 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,116,246 | 702,545 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,324,175 | 709,140 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,774,952 | 720,217 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||