Position in PPL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$376,476
+$130 QoQ
Shares Held
10,357
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 1,037 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. PPL ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in PPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,476 | 10,357 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $376,346 | 9,852 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $344,666 | 9,842 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $366,917 | 9,874 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $342,017 | 10,092 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $358,354 | 9,924 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $320,379 | 9,870 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $317,534 | 9,599 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $258,389 | 9,345 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $261,424 | 9,496 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $265,470 | 9,796 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $230,793 | 9,796 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $269,786 | 10,196 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $310,663 | 11,179 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $345,028 | 11,808 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $299,332 | 11,808 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $340,399 | 12,547 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $366,909 | 12,847 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $392,703 | 13,064 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $331,270 | 11,882 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $302,411 | 10,812 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $310,808 | 10,777 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $305,941 | 10,849 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $294,983 | 10,841 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $280,131 | 10,841 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $254,672 | 10,319 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||