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CBIZ Investment Advisory Services’s PPL Corp PPL Stock Holding History

CBIZ 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
2026
Q1 		– Sell
-60
Closed -$2.12K – 665
2025
Q4 		$2.12K Hold
60
– – ﹤0.01% 640
2025
Q3 		$2.25K Hold
60
– – ﹤0.01% 559
2025
Q2 		$2.05K Buy
+60
New +$2.09K ﹤0.01% 541

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBIZ Investment Advisory Services's PPL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 60 shares — an estimated $2.12K sold.

CBIZ Investment Advisory Services first reported a position in PPL in Q2 2025 and held it in 3 quarters. The position peaked at $2.25K in Q3 2025. 993 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 60 PPL Corp shares in Q1 2026, an estimated $2.12K.
  • CBIZ Investment Advisory Services first reported a position in PPL Corp in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's PPL Corp position peaked at $2.25K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.