BIC
PPL

Beach Investment Counsel’s PPL Corp PPL Stock Holding History

Beach Investment Counsel’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
2025
Q1 		$7.47M Buy
206,976
+23,138
+13% +$785K 1.1% 29
2024
Q4 		$5.97M Buy
183,838
+42,229
+30% +$1.39M 0.81% 31
2024
Q3 		$4.68M Sell
141,609
-2,813
-2% -$86.1K 0.58% 40
2024
Q2 		$3.99M Buy
+144,422
New +$4.05M 0.49% 47
2018
Q4 		– Sell
-389,023
Closed -$11.4M – 148
2018
Q3 		$11.4M Buy
389,023
+79,885
+26% +$2.33M 1.12% 30
2018
Q2 		$8.83M Buy
+309,138
New +$8.56M 0.92% 33

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beach Investment Counsel's PPL Position: Q1 2025 in Review

Beach Investment Counsel increased its PPL Corp (PPL) stake by 13% in Q1 2025, buying an estimated $785K and bringing the position to 206,976 shares worth $7.47M. The position accounts for 1.1% of the portfolio, ranked #29.

Beach Investment Counsel first reported a position in PPL in Q2 2018 and has held it in 6 quarters since. The position peaked at $11.4M in Q3 2018. 908 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Beach Investment Counsel held 206,976 shares of PPL Corp worth $7.47M as of Q1 2025.
  • Beach Investment Counsel bought 23,138 PPL Corp shares in Q1 2025, an estimated $785K.
  • PPL Corp made up 1.1% of Beach Investment Counsel's portfolio in Q1 2025, its #29 holding.
  • Beach Investment Counsel first reported a position in PPL Corp in Q2 2018 and has held it in 6 quarters since.
  • Beach Investment Counsel's PPL Corp position peaked at $11.4M in Q3 2018.
  • 908 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.