Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,729,622
+$120,794 QoQ
Shares Held
267,665
+6.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#180
of 1,038 holders
Holding Since
Jun 2023
13 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, 2026SIT INVESTMENT ASSOCIATES INC holds $36,318,190 across 11 Utilities - Regulated Electric names. PPL ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,224 | $11,605,300 | |
| 2 | PPL |
PPL Corp
This page
|
267,665 | $9,729,622 | |
| 3 | EVRG |
Evergy, Inc.
|
87,125 | $7,530,213 | |
| 4 | IDA |
Idacorp Inc
|
24,050 | $3,638,765 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
21,980 | $2,566,604 | |
| 6 | AEE |
Ameren Corp
|
5,688 | $642,971 | |
| 7 | DTE |
Dte Energy Co
|
1,970 | $300,168 | |
| 8 | MGEE |
Mge Energy Inc
|
1,730 | $141,064 |
All Filings in PPL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,729,622 | 267,665 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,608,828 | 251,540 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,281,175 | 265,025 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,519,538 | 336,909 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,942,361 | 352,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,010,727 | 332,615 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,765,127 | 362,450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,844,790 | 358,065 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,474,926 | 378,840 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,430,814 | 342,565 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,229,562 | 414,375 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,366,278 | 397,550 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,534,673 | 322,550 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||