Position in PPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,465,159
-$103,715 QoQ
Shares Held
40,307
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#381
of 1,037 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUSTMARK BANK TRUST DEPARTMENT holds $14,462,986 across 6 Utilities - Regulated Electric names. PPL ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
78,838 | $7,545,584 | |
| 2 | DUK |
Duke Energy CORP
|
25,816 | $3,267,789 | |
| 3 | PPL |
PPL Corp
This page
|
40,307 | $1,465,159 | |
| 4 | ED |
Consolidated Edison Inc
|
11,748 | $1,299,681 | |
| 5 | ETR |
Entergy Corp /De/
|
5,555 | $638,047 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
3,040 | $246,726 |
All Filings in PPL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465,159 | 40,307 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,568,874 | 41,070 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,241,669 | 35,456 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,307,511 | 35,186 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,193,605 | 35,220 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,265,836 | 35,055 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||