Position in PPL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,196,014
+$1,454,706 QoQ
Shares Held
142,944
+46.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#234
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. PPL ranks #19 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,196,014 | 142,944 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,741,308 | 97,940 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,834,760 | 109,502 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,213,015 | 113,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,522,988 | 280,997 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,390,549 | 260,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,491,248 | 230,784 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,630,522 | 200,439 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,339,393 | 48,441 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,297,351 | 47,125 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,070,802 | 39,513 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,137,453 | 48,279 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,681,347 | 63,543 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,980,482 | 71,266 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,908,533 | 65,316 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,653,428 | 65,224 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,596,464 | 58,845 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,702,575 | 59,614 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,620,023 | 53,893 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,586,595 | 56,908 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,768,375 | 63,224 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,774,752 | 130,886 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,960,746 | 140,452 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,059,051 | 149,175 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,653,052 | 141,372 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,284,225 | 173,591 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||