Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CIAS
PPL
Capital Investment Advisory Services’s
PPL Corp
PPL
Stock Holding History
Capital Investment Advisory Services’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
2024
Q1
–
Sell
-7,416
Closed
-$201K
–
1005
2023
Q4
$201K
Sell
7,416
-12,081
-62%
-$306K
0.02%
486
2023
Q3
$459K
Buy
19,497
+3,563
+22%
+$92.1K
0.05%
298
2023
Q2
$422K
Buy
15,934
+192
+1%
+$5.29K
0.04%
301
2023
Q1
$437K
Sell
15,742
-1,328
-8%
-$37.6K
0.05%
279
2022
Q4
$499K
Sell
17,070
-1,730
-9%
-$47.6K
0.06%
268
2022
Q3
$477K
Sell
18,800
-2,380
-11%
-$68.1K
0.06%
258
2022
Q2
$575K
Sell
21,180
-248
-1%
-$7.12K
0.07%
235
2022
Q1
$612K
Buy
21,428
+1,179
+6%
+$33.3K
0.07%
248
2021
Q4
$609K
Buy
20,249
+2,055
+11%
+$59.3K
0.07%
243
2021
Q3
$507K
Buy
18,194
+2,970
+20%
+$85.7K
0.06%
264
2021
Q2
$426K
Buy
15,224
+1,163
+8%
+$33.6K
0.05%
303
2021
Q1
$406K
Buy
14,061
+616
+5%
+$17.2K
0.06%
283
2020
Q4
$379K
Sell
13,445
-990
-7%
-$28.1K
0.06%
289
2020
Q3
$393K
Sell
14,435
-402
-3%
-$10.8K
0.07%
239
2020
Q2
$383K
Sell
14,837
-149
-1%
-$3.88K
0.08%
215
2020
Q1
$370K
Buy
+14,986
New
+$483K
0.09%
201
2019
Q4
–
Sell
-822
Closed
-$26K
–
1074
2019
Q3
$26K
Sell
822
-1,202
-59%
-$36.3K
0.01%
737
2019
Q2
$61K
Hold
2,024
–
–
0.02%
509
2019
Q1
$64K
Sell
2,024
-37
-2%
-$1.15K
0.02%
434
2018
Q4
$58K
Buy
+2,061
New
+$62.6K
0.02%
427
Other funds holding PPL
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close