Bell Investment Advisors’s PPL Corp PPL Stock Holding History

Bell Investment Advisors’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	$2.98K	Hold	78	–	–	﹤0.01%	1177
2025 Q4	$2.73K	Buy	78 +1	+1%	+$36	﹤0.01%	1235
2025 Q3	$2.86K	Sell	77 -67	-47%	-$2.41K	﹤0.01%	1185
2025 Q2	$4.88K	Buy	144 +14	+11%	+$487	﹤0.01%	982
2025 Q1	$4.7K	Hold	130	–	–	﹤0.01%	941
2024 Q4	$4.22K	Hold	130	–	–	﹤0.01%	1000
2024 Q3	$4.3K	Hold	130	–	–	﹤0.01%	1019
2024 Q2	$3.6K	Sell	130 -18	-12%	-$505	﹤0.01%	1087
2024 Q1	$4.08K	Sell	148 -21	-12%	-$559	﹤0.01%	1033
2023 Q4	$4.58K	Buy	169 +57	+51%	+$1.45K	﹤0.01%	931
2023 Q3	$2.64K	Buy	112 +16	+17%	+$414	﹤0.01%	1151
2023 Q2	$2.54K	Buy	96 +57	+146%	+$1.57K	﹤0.01%	1176
2023 Q1	$1.08K	Sell	39 -47	-55%	-$1.33K	﹤0.01%	1536
2022 Q4	$2.51K	Buy	86 +31	+56%	+$852	﹤0.01%	1164
2022 Q3	$1K	Sell	55 -73	-57%	-$2.09K	﹤0.01%	1530
2022 Q2	$3K	Buy	+128	New	+$3.67K	﹤0.01%	1004
2021 Q4	$6K	Sell	199 -243	-55%	-$7.01K	﹤0.01%	705
2021 Q3	$12K	Buy	+442	New	+$12.8K	﹤0.01%	410

Other funds holding PPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 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 New York $1.66T AUM 25.57% 1-Year Est. Return