Aufman Associates’s PPL Corp PPL Stock Holding History

Aufman Associates’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 Q3	$235K	Sell	7,150 -200	-3%	-$6.98K	0.1%	58
2026 Q2	$267K	Sell	7,350 -135	-2%	-$4.99K	0.11%	54
2026 Q1	$286K	Hold	7,485	–	–	0.14%	49
2025 Q4	$262K	Hold	7,485	–	–	0.13%	52
2025 Q3	$278K	Hold	7,485	–	–	0.16%	49
2025 Q2	$254K	Hold	7,485	–	–	0.16%	53
2025 Q1	$270K	Hold	7,485	–	–	0.19%	46
2024 Q4	$243K	Sell	7,485 -1,182	-14%	-$38.9K	0.16%	51
2024 Q3	$287K	Sell	8,667 -1,182	-12%	-$36.2K	0.18%	48
2024 Q2	$272K	Hold	9,849	–	–	0.19%	40
2024 Q1	$271K	Sell	9,849 -329	-3%	-$8.76K	0.19%	39
2023 Q4	$276K	Sell	10,178 -93	-0.9%	-$2.36K	0.21%	34
2023 Q3	$242K	Sell	10,271 -58	-0.6%	-$1.5K	0.2%	34
2023 Q2	$273K	Sell	10,329 -138	-1%	-$3.81K	0.23%	33
2023 Q1	$291K	Sell	10,467 -35	-0.3%	-$991	0.25%	32
2022 Q4	$307K	Hold	10,502	–	–	0.28%	32
2022 Q3	$266K	Hold	10,502	–	–	0.28%	32
2022 Q2	$285K	Hold	10,502	–	–	0.27%	32
2022 Q1	$300K	Sell	10,502 -140	-1%	-$3.95K	0.24%	34
2021 Q4	$320K	Hold	10,642	–	–	0.24%	32
2021 Q3	$297K	Hold	10,642	–	–	0.24%	31
2021 Q2	$298K	Sell	10,642 -629	-6%	-$18.2K	0.23%	34
2021 Q1	$325K	Buy	11,271 +769	+7%	+$21.5K	0.27%	29
2020 Q4	$296K	Hold	10,502	–	–	0.27%	30
2020 Q3	$286K	Hold	10,502	–	–	0.31%	27
2020 Q2	$271K	Hold	10,502	–	–	0.31%	31
2020 Q1	$259K	Sell	10,502 -3,217	-23%	-$104K	0.36%	31
2019 Q4	$492K	Buy	+13,719	New	+$460K	0.51%	22

Other funds holding PPL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Aufman Associates's PPL Position: Q3 2026 in Review

Aufman Associates reduced its PPL Corp (PPL) stake by 2.7% in Q3 2026, selling an estimated $6.98K and leaving 7,150 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #58.

Aufman Associates first reported a position in PPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $492K in Q4 2019. 427 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

Aufman Associates held 7,150 shares of PPL Corp worth $235K as of Q3 2026.
Aufman Associates sold 200 PPL Corp shares in Q3 2026, an estimated $6.98K.
PPL Corp made up 0.1% of Aufman Associates's portfolio in Q3 2026, its #58 holding.
Aufman Associates first reported a position in PPL Corp in Q4 2019 and has held it in 28 quarters since.
Aufman Associates's PPL Corp position peaked at $492K in Q4 2019.
427 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.