Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$141,178,621
+$15,949,981 QoQ
Shares Held
3,774,205
+17.1% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#34
of 1,037 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Derivatives in PPL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$21,012
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. PPL ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in PPL
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PPLC | $15,377,851 | 313,386 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $125,800,770 | 3,460,819 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 PPLC | $8,458,233 | 164,910 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $116,770,407 | 3,056,817 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $21,012 | 600 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $104,537,535 | 2,985,081 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,296 | 600 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $110,672,140 | 2,978,260 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $94,624,233 | 2,792,099 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $101,399,622 | 2,808,076 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $91,524,278 | 2,819,602 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $91,015,019 | 2,751,361 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $72,482,233 | 2,621,419 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $73,581,934 | 2,672,791 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $63,242,346 | 2,333,666 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $52,955,410 | 2,247,683 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $64,918,338 | 2,453,452 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $68,985,643 | 2,482,391 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $73,927,387 | 2,530,027 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $64,904,592 | 2,560,339 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $69,267,961 | 2,553,187 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $81,877,891 | 2,866,873 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $128,520 | 4,500 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $89,336,724 | 2,971,947 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $88,868,892 | 3,187,550 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $83,883,314 | 2,999,046 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $697,928 | 24,200 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $88,408,008 | 3,065,465 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,000 | 22,100 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $94,577,638 | 3,353,817 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $13,000 | 16,900 | Put | Defined | 2020-11-05 | |
| 2020-09-30 | $112,229,385 | 4,124,564 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $104,189,850 | 4,032,115 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $19,000 | 10,800 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $15,000 | 17,400 | Put | Defined | 2020-05-14 | |
| 2020-03-31 | $114,974,320 | 4,658,603 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||