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Xcel Wealth Management, LLC: PPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Xcel Wealth Management, LLC on PPL, newest first. How the timeline and the estimate are built.

Xcel Wealth Management, LLC held 21,866 PPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,866 shares
    Change vs previous 13F -4,490 shares

    0.19% of the 13F portfolio, value $794,829.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,356 shares
    Change vs previous 13F -7,198 shares

    0.28% of the 13F portfolio, value $1,006,799.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,554 shares
    Change vs previous 13F -2,590 shares

    0.3% of the 13F portfolio, value $1,175,061.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,144 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,343,111.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,144 shares
    Change vs previous 13F -1,500 shares

    0.35% of the 13F portfolio, value $1,224,920.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,644 shares
    Change vs previous 13F -9,500 shares

    0.42% of the 13F portfolio, value $1,359,325.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,144 shares
    Change vs previous 13F -12,705 shares

    0.42% of the 13F portfolio, value $1,530,294.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,849 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,979,805.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).