Position in PPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$835,759
-$33,176 QoQ
Shares Held
22,992
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. PPL ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,759 | 22,992 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $868,935 | 22,747 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $774,397 | 22,113 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $842,305 | 22,667 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $785,705 | 23,184 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $835,043 | 23,125 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $738,367 | 22,747 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $715,123 | 21,618 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $592,318 | 21,422 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $592,363 | 21,517 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $585,847 | 21,618 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $570,340 | 24,208 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $638,585 | 24,134 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $666,070 | 23,968 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $732,019 | 25,052 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $635,651 | 25,075 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $662,026 | 24,402 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,437,967 | 50,349 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,519,172 | 50,538 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,048,064 | 37,592 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,088,508 | 38,917 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,730,890 | 60,017 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,791,179 | 63,517 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,836,675 | 67,500 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,748,334 | 67,660 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,339,392 | 94,789 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||