Position in PPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$37,359,038
+$9,336,971 QoQ
Shares Held
1,027,759
+40.1% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#90
of 1,037 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)
Derivatives in PPL
reported options exposure · as of Jun 30, 2023CallValue
$11,642,400
CallShares
440,000
PutValue
$0
PutShares
0
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, 2026CITIGROUP INC holds $3,145,471,539 across 40 Utilities - Regulated Electric names. PPL ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,363,855 | $597,019,001 | |
| 2 | NEE |
Nextera Energy Inc
|
4,266,050 | $374,431,207 | |
| 3 | SO |
Southern Co
|
2,522,821 | $238,790,639 | |
| 4 | DUK |
Duke Energy CORP
|
1,841,739 | $233,127,322 | |
| 5 | ETR |
Entergy Corp /De/
|
1,670,027 | $191,819,300 | |
| 6 | EXC |
Exelon Corp
|
4,064,343 | $189,479,668 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,563,755 | $182,599,670 | |
| 8 | XEL |
Xcel Energy Inc
|
1,446,471 | $116,151,620 |
All Filings in PPL
Export CSV
48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,359,038 | 1,027,759 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $28,022,067 | 733,562 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $29,636,514 | 846,274 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $38,111,442 | 1,025,604 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $26,256,716 | 774,763 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $28,445,795 | 787,754 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $11,904,703 | 366,750 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $17,969,417 | 543,211 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,951,161 | 613,062 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $21,515,436 | 781,527 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,971,971 | 515,571 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,948,760 | 761,832 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $17,726,847 | 669,949 | Shares | Defined | 2023-08-10 | |
| 2023-06-30 | $11,642,400 | 440,000 | Call | Defined | 2023-08-10 | |
| 2023-03-31 | $22,387,233 | 805,586 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $8,766,000 | 300,000 | Put | Defined | 2023-02-09 | |
| 2022-12-31 | $24,222,647 | 828,975 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,150,289 | 834,331 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $7,605,000 | 300,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $13,565,000 | 500,000 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $27,220,286 | 1,003,328 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,851,200 | 520,000 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $571,200 | 20,000 | Call | Defined | 2022-05-12 | |
| 2022-03-31 | $28,599,840 | 1,001,395 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $43,871,817 | 1,459,475 | Shares | Defined | 2022-02-10 | |
| 2021-12-31 | $1,352,700 | 45,000 | Call | Defined | 2022-02-10 | |
| 2021-12-31 | $1,352,700 | 45,000 | Put | Defined | 2022-02-10 | |
| 2021-09-30 | $697,000 | 25,000 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $697,000 | 25,000 | Call | Defined | 2021-11-10 | |
| 2021-09-30 | $44,377,849 | 1,591,745 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $699,250 | 25,000 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $699,250 | 25,000 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $23,823,193 | 851,741 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $721,000 | 25,000 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $721,000 | 25,000 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $25,885,022 | 897,539 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,704,860 | 202,300 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $27,240,549 | 965,977 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $6,158,880 | 218,400 | Call | Defined | 2021-02-11 | |
| 2020-09-30 | $6,236,532 | 229,200 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $29,161,472 | 1,071,719 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $5,471,931 | 201,100 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $28,736,816 | 1,112,106 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $5,589,192 | 216,300 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $23,090,624 | 893,600 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $15,636,110 | 633,554 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $4,017,904 | 162,800 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $4,459,676 | 180,700 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||