Position in PPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,270,099
-$81,056,568 QoQ
Shares Held
6,912,520
-20.5% QoQ
Ownership
0.919%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#21
of 1,038 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Derivatives in PPL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$2,013,650
PutShares
57,500
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, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. PPL ranks #17 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in PPL
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,270,099 | 6,912,520 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $332,326,667 | 8,699,651 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $181,437,672 | 5,180,973 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $2,013,650 | 57,500 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $181,927,777 | 4,895,796 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,136,700 | 57,500 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $2,136,700 | 57,500 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $1,948,675 | 57,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $180,595,876 | 5,328,884 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,948,675 | 57,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $2,076,325 | 57,500 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $2,076,325 | 57,500 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $226,156,999 | 6,263,002 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $1,866,450 | 57,500 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $90,455,176 | 2,786,666 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $1,866,450 | 57,500 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $1,902,100 | 57,500 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,902,100 | 57,500 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $89,557,415 | 2,707,298 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $73,540,675 | 2,659,699 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $1,589,875 | 57,500 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $1,589,875 | 57,500 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $73,050,439 | 2,653,485 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $56,738,591 | 2,093,675 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $70,138,354 | 2,977,010 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $38,796,206 | 1,466,221 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $35,757,223 | 1,286,694 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $60,409,250 | 2,067,394 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $69,350,551 | 2,735,722 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $54,285,908 | 2,000,955 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $98,392,283 | 3,445,108 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,006,000 | 100,000 | Put | Defined | 2022-02-17 | |
| 2021-12-31 | $143,074,115 | 4,759,618 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $3,006,000 | 100,000 | Call | Defined | 2022-02-17 | |
| 2021-09-30 | $138,966,742 | 4,984,460 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $2,788,000 | 100,000 | Call | Defined | 2022-01-20 | |
| 2021-09-30 | $2,788,000 | 100,000 | Put | Defined | 2022-01-20 | |
| 2021-06-30 | $2,797,000 | 100,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $106,835,636 | 3,819,651 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $2,797,000 | 100,000 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $117,912,626 | 4,088,510 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $97,958,028 | 3,473,689 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $164,926,175 | 6,061,234 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $139,955,200 | 5,416,223 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $121,090,914 | 4,906,439 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||