Position in PPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$656,735
-$29,910 QoQ
Shares Held
18,067
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#509
of 1,038 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOWE & RUSLING INC holds $49,100,907 across 12 Utilities - Regulated Electric names. PPL ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
269,147 | $23,623,031 | |
| 2 | DTE |
Dte Energy Co
|
77,083 | $11,745,136 | |
| 3 | CMS |
Cms Energy Corp
|
116,029 | $8,876,218 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,036 | $962,595 | |
| 5 | SO |
Southern Co
|
8,177 | $782,620 | |
| 6 | ETR |
Entergy Corp /De/
|
6,695 | $768,987 | |
| 7 | PPL |
PPL Corp
This page
|
18,067 | $656,735 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,142 | $498,484 |
All Filings in PPL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,735 | 18,067 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $686,645 | 17,975 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $629,484 | 17,975 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $671,964 | 18,083 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $612,832 | 18,083 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $649,077 | 17,975 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $534,778 | 16,475 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $594,613 | 17,975 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $497,008 | 17,975 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $498,595 | 18,111 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $487,122 | 17,975 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $388,151 | 16,475 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $475,618 | 17,975 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $457,840 | 16,475 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $481,399 | 16,475 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $405,600 | 16,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $434,080 | 16,000 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $51,680 | 2,000 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||