Position in PPL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$70,628,764
+$14,292,512 QoQ
Shares Held
1,940,581
+31.6% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#60
of 1,037 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Derivatives in PPL
reported options exposure · as of Dec 31, 2025CallValue
$9,014,148
CallShares
257,400
PutValue
$0
PutShares
0
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, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. PPL ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in PPL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PPLC | $341,968 | 6,969 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $70,286,796 | 1,933,612 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $56,336,252 | 1,474,771 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $280,089 | 7,998 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $9,014,148 | 257,400 | Call | Defined | 2026-02-09 | |
| 2025-06-30 | $2,041,025 | 60,225 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,865,581 | 79,357 | Shares | Defined | 2025-05-08 | |
| 2024-09-30 | $892,498 | 26,980 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,774,906 | 172,691 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,954,630 | 71,000 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,422,720 | 163,200 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $1,884,800 | 80,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,620,759 | 136,839 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||