Institutional Holders (2026 Q2)
981 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PPL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Covalis Capital LLP | 3.67% | 1,788,306 | $65.0M |
| 2 | Portman Square Capital LLP | 3.09% | 1,795,400 | $65.3M |
| 3 | Royal Palms Capital LLC | 2.40% | 74,997 | $2.7M |
| 4 | Legacy Financial Independent Advisors LLC | 2.35% | 137,349 | $5.0M |
| 5 | Energy Income Partners, LLC | 2.24% | 3,915,845 | $142.3M |
| 6 | Amplify Investments, LLC | 1.94% | 3,860 | $140K |
| 7 | iSAM Funds (UK) Ltd | 1.94% | 75,500 | $2.7M |
| 8 | Berkshire Asset Management LLC/Pa | 1.66% | 1,160,251 | $42.2M |
| 9 | Arbor Capital Management Inc /Adv | 1.47% | 41,583 | $1.5M |
| 10 | Grandview Asset Management LLC | 1.33% | 147,727 | $5.4M |
| 11 | Lawood & Co | 1.26% | 51,272 | $1.9M |
| 12 | Greenland Capital Management LP | 1.26% | 281,789 | $10.2M |
| 13 | BCS Private Wealth Management, Inc. | 1.21% | 110,072 | $4.0M |
| 14 | Duff & Phelps Investment Management Co | 1.13% | 3,287,954 | $119.5M |
| 15 | Dockside LLC | 0.97% | 114,552 | $4.2M |
| 16 | Qsemble Capital Management, LP | 0.88% | 189,122 | $6.9M |
| 17 | Arkfeld Wealth Strategies, L.L.C. | 0.84% | 77,870 | $2.8M |
| 18 | Charter Research & Investment Group, INC. | 0.83% | 37,662 | $1.4M |
| 19 | Northside Capital Management, LLC | 0.83% | 277,849 | $10.1M |
| 20 | Argyle Capital Management, LLC | 0.80% | 76,473 | $2.8M |
| 21 | Chancellor Financial Group WB LP | 0.80% | 35,376 | $1.3M |
| 22 | Ascent Wealth Partners, LLC | 0.75% | 207,026 | $7.5M |
| 23 | Bahl & Gaynor LLC | 0.69% | 4,129,959 | $150.1M |
| 24 | Roffman Miller Associates Inc /Pa/ | 0.69% | 361,427 | $13.1M |
| 25 | Shum Financial Group, Inc. | 0.67% | 30,512 | $1.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|