Position in PPL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,908,629
-$108,483 QoQ
Shares Held
52,507
-0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#342
of 1,038 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $3,214,783 across 22 Utilities - Regulated Electric names. PPL ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
52,507 | $1,908,629 | |
| 2 | NEE |
Nextera Energy Inc
|
3,016 | $264,714 | |
| 3 | DUK |
Duke Energy CORP
|
1,558 | $197,211 | |
| 4 | EXC |
Exelon Corp
|
4,096 | $190,955 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,765 | $143,247 | |
| 6 | AEP |
American Electric Power Co Inc
|
782 | $106,985 | |
| 7 | D |
Dominion Energy, Inc
|
1,384 | $94,513 | |
| 8 | SO |
Southern Co
|
929 | $88,914 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,908,629 | 52,507 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,017,112 | 52,804 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,697,244 | 48,465 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,477,407 | 39,758 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,330,623 | 39,263 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,445,591 | 40,033 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,175,019 | 36,199 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,182,279 | 35,740 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,131,935 | 40,938 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,153,699 | 41,907 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,176,546 | 43,415 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $932,999 | 39,601 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,080,282 | 40,827 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,159,621 | 41,728 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,229,343 | 42,072 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,138,240 | 44,901 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,240,112 | 45,710 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,311,589 | 45,924 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,424,723 | 47,396 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,404,984 | 50,394 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,391,787 | 49,760 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,357,095 | 47,056 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,555,145 | 55,147 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,537,528 | 56,506 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,503,474 | 58,184 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,476,579 | 59,829 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||