CIA
PPL

Concurrent Investment Advisors’s PPL Corp PPL Stock Holding History

Concurrent 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
Q2 		$908K Buy
24,968
+3,078
+14% +$114K 0.01% 1051
2026
Q1 		$836K Buy
21,890
+4,523
+26% +$167K 0.01% 953
2025
Q4 		$608K Buy
17,367
+7,865
+83% +$284K 0.01% 1061
2025
Q3 		$353K Sell
9,502
-9
-0.1% -$323 0.01% 1072
2025
Q2 		$322K Buy
9,511
+870
+10% +$30.3K 0.01% 1033
2025
Q1 		$312K Buy
8,641
+1,078
+14% +$36.6K 0.01% 908
2024
Q4 		$245K Buy
7,563
+97
+1% +$3.19K 0.01% 906
2024
Q3 		$247K Sell
7,466
-463
-6% -$14.2K 0.01% 855
2024
Q2 		$219K Sell
7,929
-1,742
-18% -$48.9K 0.01% 843
2024
Q1 		$266K Sell
9,671
-652
-6% -$17.4K 0.01% 706
2023
Q4 		$280K Buy
+10,323
New +$262K 0.01% 674

Other funds holding PPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Concurrent Investment Advisors's PPL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PPL Corp (PPL) stake by 14% in Q2 2026, buying an estimated $114K and bringing the position to 24,968 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #1051.

Concurrent Investment Advisors first reported a position in PPL in Q4 2023 and has held it in 11 quarters since. 395 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Concurrent Investment Advisors held 24,968 shares of PPL Corp worth $908K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,078 PPL Corp shares in Q2 2026, an estimated $114K.
  • PPL Corp made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1051 holding.
  • Concurrent Investment Advisors first reported a position in PPL Corp in Q4 2023 and has held it in 11 quarters since.
  • 395 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.