Capstone Investment Advisors
PPL

Capstone Investment Advisors’s PPL Corp PPL Stock Holding History

Capstone 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 		$783K Buy
20,500
+6,600
+47% +$243K ﹤0.01% 950
2025
Q4 		$487K Sell
13,900
-3,900
-22% -$141K ﹤0.01% 1158
2025
Q3 		$661K Buy
17,800
+7,200
+68% +$259K ﹤0.01% 1213
2025
Q2 		$359K Sell
10,600
-12,000
-53% -$418K ﹤0.01% 1300
2025
Q1 		$816K Sell
22,600
-13,600
-38% -$461K ﹤0.01% 940
2024
Q4 		$1.18M Buy
36,200
+4,600
+15% +$151K ﹤0.01% 1012
2024
Q3 		$1.05M Buy
31,600
+4,200
+15% +$129K ﹤0.01% 946
2024
Q2 		$758K Buy
27,400
+8,600
+46% +$241K ﹤0.01% 1101
2024
Q1 		$518K Sell
18,800
-38,200
-67% -$1.02M ﹤0.01% 1538
2023
Q4 		$1.54M Sell
57,000
-17,700
-24% -$449K ﹤0.01% 889
2023
Q3 		$1.76M Buy
74,700
+11,700
+19% +$303K 0.01% 775
2023
Q2 		$1.67M Buy
63,000
+9,900
+19% +$273K 0.01% 696
2023
Q1 		$1.48M Buy
53,100
+8,900
+20% +$252K 0.01% 672
2022
Q4 		$1.29M Buy
44,200
+10,500
+31% +$289K 0.01% 851
2022
Q3 		$854K Buy
33,700
+600
+2% +$17.2K 0.01% 1096
2022
Q2 		$898K Sell
33,100
-159,400
-83% -$4.58M ﹤0.01% 1061
2022
Q1 		$5.5M Sell
192,500
-322,500
-63% -$9.1M 0.02% 670
2021
Q4 		$15.5M Buy
515,000
+70,700
+16% +$2.04M 0.03% 497
2021
Q3 		$12.4M Buy
444,300
+94,600
+27% +$2.73M 0.02% 552
2021
Q2 		$9.78M Buy
349,700
+63,300
+22% +$1.83M 0.02% 545
2021
Q1 		$8.26M Sell
286,400
-39,800
-12% -$1.11M 0.02% 514
2020
Q4 		$9.2M Buy
326,200
+170,600
+110% +$4.84M 0.03% 421
2020
Q3 		$4.23M Buy
155,600
+13,100
+9% +$353K 0.02% 556
2020
Q2 		$3.68M Buy
142,500
+17,800
+14% +$463K 0.02% 516
2020
Q1 		$3.08M Sell
124,700
-82,200
-40% -$2.65M 0.05% 399
2019
Q4 		$7.42M Buy
206,900
+51,800
+33% +$1.74M 0.04% 434
2019
Q3 		$4.88M Buy
155,100
+47,400
+44% +$1.43M 0.03% 445
2019
Q2 		$3.34M Buy
107,700
+27,700
+35% +$859K 0.02% 580
2019
Q1 		$2.54M Buy
80,000
+28,700
+56% +$892K 0.02% 524
2018
Q4 		$1.45M Buy
51,300
+8,200
+19% +$249K 0.02% 515
2018
Q3 		$1.26M Buy
+43,100
New +$1.26M 0.01% 540

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

Capstone Investment Advisors's PPL Position: Q1 2025 in Review

Capstone Investment Advisors sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 10,948 shares — an estimated $371K sold.

Capstone Investment Advisors first reported a position in PPL in Q1 2016 and held it in 21 quarters. The position peaked at $4.81M in Q2 2016. 908 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Capstone Investment Advisors reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,948 PPL Corp shares in Q1 2025, an estimated $371K.
  • Capstone Investment Advisors first reported a position in PPL Corp in Q1 2016 and held it in 21 quarters.
  • Capstone Investment Advisors's PPL Corp position peaked at $4.81M in Q2 2016.
  • 908 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.