CRIG
PPL

Charter Research & Investment Group’s PPL Corp PPL Stock Holding History

Charter Research & Investment Group’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 		$1.44M Buy
37,662
+325
+0.9% +$12K 0.96% 28
2025
Q4 		$1.31M Buy
37,337
+249
+0.7% +$8.98K 0.87% 31
2025
Q3 		$1.38M Sell
37,088
-500
-1% -$18K 0.95% 29
2025
Q2 		$1.27M Buy
37,588
+545
+1% +$19K 0.95% 30
2025
Q1 		$1.34M Hold
37,043
– – 1.02% 30
2024
Q4 		$1.2M Sell
37,043
-625
-2% -$20.6K 0.92% 30
2024
Q3 		$1.25M Buy
37,668
+552
+1% +$16.9K 0.92% 32
2024
Q2 		$1.03M Sell
37,116
-425
-1% -$11.9K 0.81% 32
2024
Q1 		$1.03M Sell
37,541
-7,125
-16% -$190K 0.82% 34
2023
Q4 		$1.21M Sell
44,666
-1,962
-4% -$49.8K 1% 30
2023
Q3 		$1.1M Sell
46,628
-1,475
-3% -$38.1K 0.99% 30
2023
Q2 		$1.27M Hold
48,103
– – 1.06% 28
2023
Q1 		$1.34M Buy
48,103
+125
+0.3% +$3.54K 1.17% 27
2022
Q4 		$1.4M Sell
47,978
-455
-0.9% -$12.5K 1.34% 23
2022
Q3 		$1.23M Buy
48,433
+600
+1% +$17.2K 1.24% 24
2022
Q2 		$1.3M Buy
47,833
+600
+1% +$17.2K 1.18% 28
2022
Q1 		$1.35M Buy
47,233
+1,025
+2% +$28.9K 1.09% 29
2021
Q4 		$1.39M Buy
46,208
+850
+2% +$24.5K 1.09% 29
2021
Q3 		$1.26M Sell
45,358
-200
-0.4% -$5.77K 1.05% 31
2021
Q2 		$1.27M Buy
45,558
+4,687
+11% +$135K 1.06% 33
2021
Q1 		$1.18M Sell
40,871
-550
-1% -$15.4K 1.03% 34
2020
Q4 		$1.17M Buy
41,421
+525
+1% +$14.9K 1.12% 30
2020
Q3 		$1.11M Sell
40,896
-850
-2% -$22.9K 1.22% 26
2020
Q2 		$1.08M Buy
41,746
+1,100
+3% +$28.6K 1.24% 25
2020
Q1 		$1M Sell
40,646
-10,200
-20% -$329K 1.32% 27
2019
Q4 		$1.82M Sell
50,846
-675
-1% -$22.6K 1.85% 19
2019
Q3 		$1.62M Hold
51,521
– – 1.76% 20
2019
Q2 		$1.6M Sell
51,521
-2,425
-4% -$75.2K 1.78% 20
2019
Q1 		$1.71M Hold
53,946
– – 1.89% 18
2018
Q4 		$1.53M Sell
53,946
-567
-1% -$17.2K 1.93% 18
2018
Q3 		$1.59M Sell
54,513
-350
-0.6% -$10.2K 1.74% 20
2018
Q2 		$1.57M Hold
54,863
– – 1.8% 19
2018
Q1 		$1.55M Sell
54,863
-975
-2% -$29K 1.85% 22
2017
Q4 		$1.73M Buy
+55,838
New +$2.01M 1.94% 19
2016
Q3 		$1.97M Sell
57,098
-250
-0.4% -$9K 2.32% 18
2016
Q2 		$2.17M Sell
57,348
-275
-0.5% -$10.5K 2.48% 13
2016
Q1 		$2.19M Sell
57,623
-1,200
-2% -$42.6K 2.51% 13
2015
Q4 		$2.01M Buy
58,823
+2,130
+4% +$71.8K 2.33% 16
2015
Q3 		$1.86M Buy
56,693
+473
+0.8% +$14.8K 2.46% 14
2015
Q2 		$1.66M Sell
56,220
-4,388
-7% -$137K 1.84% 24
2015
Q1 		$1.9M Buy
60,608
+1,074
+2% +$34.5K 2.1% 22
2014
Q4 		$2.02M Buy
+59,534
New +$1.95M 2.21% 21

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

Charter Research & Investment Group's PPL Position: Q1 2026 in Review

Charter Research & Investment Group increased its PPL Corp (PPL) stake by 0.87% in Q1 2026, buying an estimated $12K and bringing the position to 37,662 shares worth $1.44M. The position accounts for 0.96% of the portfolio, ranked #28.

Charter Research & Investment Group first reported a position in PPL in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.19M in Q1 2016. 989 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Charter Research & Investment Group held 37,662 shares of PPL Corp worth $1.44M as of Q1 2026.
  • Charter Research & Investment Group bought 325 PPL Corp shares in Q1 2026, an estimated $12K.
  • PPL Corp made up 0.96% of Charter Research & Investment Group's portfolio in Q1 2026, its #28 holding.
  • Charter Research & Investment Group first reported a position in PPL Corp in Q4 2014 and has held it in 42 quarters since.
  • Charter Research & Investment Group's PPL Corp position peaked at $2.19M in Q1 2016.
  • 989 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.