AFG
PPL

Allegheny Financial Group’s PPL Corp PPL Stock Holding History

Allegheny Financial Group’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
27,284
+123
+0.5% +$4.54K 0.14% 99
2025
Q4 		$951K Buy
27,161
+117
+0.4% +$4.22K 0.14% 103
2025
Q3 		$1M Buy
27,044
+127
+0.5% +$4.56K 0.19% 94
2025
Q2 		$912K Buy
26,917
+10,275
+62% +$358K 0.2% 97
2025
Q1 		$601K Buy
16,642
+43
+0.3% +$1.46K 0.15% 114
2024
Q4 		$539K Sell
16,599
-95
-0.6% -$3.13K 0.14% 118
2024
Q3 		$552K Buy
+16,694
New +$511K 0.14% 131
2024
Q1 		– Sell
-11,528
Closed -$312K – 215
2023
Q4 		$312K Buy
11,528
+804
+7% +$20.4K 0.1% 157
2023
Q3 		$253K Buy
10,724
+449
+4% +$11.6K 0.09% 160
2023
Q2 		$272K Sell
10,275
-413
-4% -$11.4K 0.13% 126
2023
Q1 		$297K Buy
10,688
+2
+0% +$57 0.12% 131
2022
Q4 		$312K Buy
10,686
+3
+0% +$82 0.13% 124
2022
Q3 		$270K Sell
10,683
-2,597
-20% -$74.4K 0.13% 122
2022
Q2 		$360K Buy
13,280
+2
+0% +$57 0.17% 98
2022
Q1 		$379K Buy
13,278
+4
+0% +$113 0.16% 101
2021
Q4 		$399K Buy
13,274
+5
+0% +$144 0.16% 96
2021
Q3 		$370K Sell
13,269
-201
-1% -$5.8K 0.17% 92
2021
Q2 		$377K Buy
+13,470
New +$389K 0.17% 87
2021
Q1 		– Sell
-13,467
Closed -$380K – 116
2020
Q4 		$380K Buy
+13,467
New +$382K 0.2% 71

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return