Creative Planning
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Creative Planning’s PPL Corp PPL Stock Holding History

Creative Planning’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
2017
Q1 		– Sell
-1,000
Closed -$5K – 4851
2016
Q4 		$5K Hold
1,000
– – ﹤0.01% 3965
2016
Q3 		$5K Hold
1,000
– – ﹤0.01% 3883
2016
Q2 		$3K Buy
+1,000
New +$38.1K ﹤0.01% 3906

Other funds holding PPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Creative Planning's PPL Position: Q3 2026 in Review

Creative Planning increased its PPL Corp (PPL) stake by 22% in Q3 2026, buying an estimated $2.28M and bringing the position to 362,408 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #852.

Creative Planning first reported a position in PPL in Q2 2013 and has held it in 54 quarters since. 373 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Creative Planning held 362,408 shares of PPL Corp worth $11.9M as of Q3 2026.
  • Creative Planning bought 65,423 PPL Corp shares in Q3 2026, an estimated $2.28M.
  • PPL Corp made up 0.01% of Creative Planning's portfolio in Q3 2026, its #852 holding.
  • Creative Planning first reported a position in PPL Corp in Q2 2013 and has held it in 54 quarters since.
  • 373 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.