Affinity Investment Advisors’s PPL Corp PPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.13M Buy
29,568
+3,500
+13% +$129K 0.71% 51
2025
Q4
$913K Buy
26,068
+202
+0.8% +$7.28K 0.61% 60
2025
Q3
$961K Sell
25,866
-572
-2% -$20.6K 0.65% 53
2025
Q2
$896K Sell
26,438
-5,213
-16% -$181K 0.68% 53
2025
Q1
$1.14M Sell
31,651
-5,488
-15% -$186K 0.93% 41
2024
Q4
$1.21M Sell
37,139
-2,953
-7% -$97.3K 1% 34
2024
Q3
$1.33M Sell
40,092
-100
-0.2% -$3.06K 0.91% 37
2024
Q2
$1.11M Sell
40,192
-22
-0.1% -$617 0.83% 45
2024
Q1
$1.11M Buy
40,214
+94
+0.2% +$2.5K 0.81% 47
2023
Q4
$1.09M Sell
40,120
-8,956
-18% -$227K 0.74% 45
2023
Q3
$1.16M Sell
49,076
-2,262
-4% -$58.5K 0.75% 40
2023
Q2
$1.36M Buy
51,338
+1,898
+4% +$52.3K 0.79% 39
2023
Q1
$1.37M Sell
49,440
-14,124
-22% -$400K 0.73% 40
2022
Q4
$1.86M Sell
63,564
-2,251
-3% -$61.9K 0.85% 33
2022
Q3
$1.67M Sell
65,815
-91
-0.1% -$2.6K 0.87% 35
2022
Q2
$1.79M Buy
65,906
+5,386
+9% +$155K 0.87% 36
2022
Q1
$1.73M Sell
60,520
-1,580
-3% -$44.6K 0.71% 43
2021
Q4
$1.87M Buy
62,100
+453
+0.7% +$13.1K 0.75% 41
2021
Q3
$1.72M Sell
61,647
-5,233
-8% -$151K 0.77% 41
2021
Q2
$1.87M Sell
66,880
-32,663
-33% -$944K 0.84% 42
2021
Q1
$2.87M Sell
99,543
-1,528
-2% -$42.8K 1.05% 33
2020
Q4
$2.85M Sell
101,071
-12,298
-11% -$349K 1.15% 30
2020
Q3
$3.08M Buy
113,369
+8,365
+8% +$226K 1.35% 23
2020
Q2
$2.71M Sell
105,004
-13,890
-12% -$361K 1.29% 26
2020
Q1
$2.93M Buy
118,894
+14,537
+14% +$468K 1.5% 23
2019
Q4
$3.74M Sell
104,357
-26,617
-20% -$892K 1.36% 25
2019
Q3
$4.12M Sell
130,974
-13,490
-9% -$408K 1.29% 38
2019
Q2
$4.48M Sell
144,464
-81,961
-36% -$2.54M 1.28% 36
2019
Q1
$7.19M Sell
226,425
-117,440
-34% -$3.65M 1.47% 30
2018
Q4
$9.74M Sell
343,865
-19,354
-5% -$588K 1.7% 20
2018
Q3
$10.6M Buy
363,219
+297,741
+455% +$8.7M 1.4% 34
2018
Q2
$1.87M Sell
65,478
-30,309
-32% -$839K 0.26% 87
2018
Q1
$2.71M Sell
95,787
-69
-0.1% -$2.06K 0.32% 65
2017
Q4
$2.97M Sell
95,856
-50,529
-35% -$1.82M 0.34% 64
2017
Q3
$5.55M Sell
146,385
-10,070
-6% -$389K 0.64% 58
2017
Q2
$6.05M Sell
156,455
-50,719
-24% -$1.96M 0.72% 58
2017
Q1
$7.75M Buy
207,174
+9,086
+5% +$325K 0.7% 58
2016
Q4
$6.75M Sell
198,088
-45,719
-19% -$1.53M 0.64% 58
2016
Q3
$8.43M Sell
243,807
-396,444
-62% -$14.3M 0.72% 57
2016
Q2
$24.2M Buy
640,251
+129,669
+25% +$4.94M 1.79% 10
2016
Q1
$19.4M Buy
510,582
+12,604
+3% +$448K 1.71% 13
2015
Q4
$17M Buy
497,978
+15,497
+3% +$523K 1.46% 26
2015
Q3
$15.9M Sell
482,481
-50,354
-9% -$1.58M 1.45% 26
2015
Q2
$15.7M Sell
532,835
-109,411
-17% -$3.42M 1.25% 32
2015
Q1
$20.1M Buy
642,246
+164,333
+34% +$5.28M 1.45% 21
2014
Q4
$16.2M Buy
477,913
+17,030
+4% +$556K 1.5% 26
2014
Q3
$14.1M Buy
460,883
+84,546
+22% +$2.64M 1.43% 28
2014
Q2
$12.5M Sell
376,337
-3,334
-0.9% -$105K 1.41% 35
2014
Q1
$11.7M Sell
379,671
-3,453
-0.9% -$100K 1.38% 37
2013
Q4
$10.7M Sell
383,124
-14,104
-4% -$398K 1.31% 41
2013
Q3
$11.2M Sell
397,228
-219,216
-36% -$6.29M 1.46% 32
2013
Q2
$17.4M Buy
+616,444
New +$17.8M 1.51% 31

Other funds holding PPL

Affinity Investment Advisors's PPL Position: Q1 2026 in Review

Affinity Investment Advisors increased its PPL Corp (PPL) stake by 13% in Q1 2026, buying an estimated $129K and bringing the position to 29,568 shares worth $1.13M. The position accounts for 0.71% of the portfolio, ranked #51.

Affinity Investment Advisors first reported a position in PPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.2M in Q2 2016. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Affinity Investment Advisors held 29,568 shares of PPL Corp worth $1.13M as of Q1 2026.
  • Affinity Investment Advisors bought 3,500 PPL Corp shares in Q1 2026, an estimated $129K.
  • PPL Corp made up 0.71% of Affinity Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • Affinity Investment Advisors first reported a position in PPL Corp in Q2 2013 and has held it in 52 quarters since.
  • Affinity Investment Advisors's PPL Corp position peaked at $24.2M in Q2 2016.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.