Institutional Holders (2026 Q1)
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 | Verbena Value LP | 4.63% | 740,500 | $28.3M |
| 2 | Royal Palms Capital LLC | 2.75% | 72,590 | $2.8M |
| 3 | Legacy Financial Independent Advisors LLC | 2.72% | 137,029 | $5.2M |
| 4 | Cbre Investment Management Listed Real Assets LLC | 2.62% | 4,619,677 | $176.5M |
| 5 | Portman Square Capital LLP | 2.61% | 1,775,000 | $67.8M |
| 6 | Energy Income Partners, LLC | 2.47% | 4,014,732 | $153.4M |
| 7 | Reaves W H & Co Inc | 2.35% | 3,706,113 | $141.6M |
| 8 | Amplify Investments, LLC | 2.25% | 3,281 | $125K |
| 9 | Berkshire Asset Management LLC/Pa | 1.89% | 1,152,847 | $44.0M |
| 10 | Aventail Capital Group, LP | 1.83% | 998,381 | $38.1M |
| 11 | Grandview Asset Management LLC | 1.82% | 162,972 | $6.2M |
| 12 | Lawood & Co | 1.73% | 48,869 | $1.9M |
| 13 | iSAM Funds (UK) Ltd | 1.61% | 85,213 | $3.3M |
| 14 | Arbor Capital Management Inc /Adv | 1.46% | 46,104 | $1.8M |
| 15 | Greenland Capital Management LP | 1.40% | 288,178 | $11.0M |
| 16 | BCS Private Wealth Management, Inc. | 1.23% | 105,244 | $4.1M |
| 17 | Duff & Phelps Investment Management Co | 1.20% | 3,015,392 | $115.2M |
| 18 | New England Asset Management Inc | 1.12% | 230,750 | $8.8M |
| 19 | Teza Capital Management LLC | 1.09% | 7,810 | $298K |
| 20 | Chancellor Financial Group WB LP | 1.07% | 39,624 | $1.5M |
| 21 | Arkfeld Wealth Strategies, L.L.C. | 0.97% | 77,614 | $3.1M |
| 22 | Charter Research & Investment Group, INC. | 0.96% | 37,662 | $1.4M |
| 23 | Ascent Wealth Partners, LLC | 0.89% | 201,547 | $7.7M |
| 24 | Argyle Capital Management, LLC | 0.89% | 71,516 | $2.7M |
| 25 | HITE Hedge Asset Management LLC | 0.85% | 394,351 | $15.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|