Position in PPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$55,760
+$49,687 QoQ
Shares Held
1,534
+864.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#827
of 1,038 holders
Holding Since
Sep 2020
23 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. PPL ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in PPL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,760 | 1,534 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,073 | 159 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $68,324 | 1,951 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,968 | 645 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,757 | 583 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $519 | 16 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,725 | 294 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,129 | 294 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,093 | 294 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $29,268 | 1,080 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $20,991 | 891 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,768 | 218 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,889 | 68 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $66,270 | 2,268 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,425 | 2,502 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $73,793 | 2,720 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $74,655 | 2,614 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $66,132 | 2,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $68,250 | 2,448 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $62,932 | 2,250 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $63,448 | 2,200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $61,109 | 2,167 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $46,801 | 1,720 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||