CX Institutional
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CX Institutional’s PPL Corp PPL Stock Holding History

CX Institutional’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
Q3 		$462K Sell
14,034
-5,566
-28% -$194K 0.01% 493
2026
Q2 		$712K Sell
19,600
-85
-0.4% -$3.14K 0.02% 387
2026
Q1 		$752K Buy
19,685
+1,031
+6% +$38K 0.02% 385
2025
Q4 		$653K Buy
18,654
+145
+0.8% +$5.23K 0.02% 357
2025
Q3 		$688K Buy
18,509
+11,874
+179% +$427K 0.02% 359
2025
Q2 		$225K Buy
6,635
+102
+2% +$3.55K 0.01% 591
2025
Q1 		$236K Buy
+6,533
New +$222K 0.01% 543
2022
Q3 		– Sell
-1,105
Closed -$30K – 967
2022
Q2 		$30K Buy
+1,105
New +$31.7K ﹤0.01% 771
2021
Q4 		– Sell
-3,178
Closed -$89K – 768
2021
Q3 		$89K Buy
3,178
+230
+8% +$6.64K 0.01% 472
2021
Q2 		$82K Buy
2,948
+1,765
+149% +$51K 0.01% 473
2021
Q1 		$34K Buy
1,183
+178
+18% +$4.98K ﹤0.01% 571
2020
Q4 		$28K Buy
1,005
+332
+49% +$9.42K ﹤0.01% 549
2020
Q3 		$18K Buy
673
+130
+24% +$3.5K ﹤0.01% 573
2020
Q2 		$14K Buy
543
+360
+197% +$9.37K ﹤0.01% 512
2020
Q1 		$5K Sell
183
-69
-27% -$2.22K ﹤0.01% 549
2019
Q4 		$9K Hold
252
– – ﹤0.01% 443
2019
Q3 		$8K Buy
252
+30
+14% +$907 ﹤0.01% 503
2019
Q2 		$7K Buy
222
+51
+30% +$1.58K ﹤0.01% 556
2019
Q1 		$5K Buy
+171
New +$5.32K ﹤0.01% 554

Other funds holding PPL

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CX Institutional's PPL Position: Q3 2026 in Review

CX Institutional reduced its PPL Corp (PPL) stake by 28% in Q3 2026, selling an estimated $194K and leaving 14,034 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #493.

CX Institutional first reported a position in PPL in Q1 2019 and has held it in 19 quarters since. The position peaked at $752K in Q1 2026. 220 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • CX Institutional held 14,034 shares of PPL Corp worth $462K as of Q3 2026.
  • CX Institutional sold 5,566 PPL Corp shares in Q3 2026, an estimated $194K.
  • PPL Corp made up 0.01% of CX Institutional's portfolio in Q3 2026, its #493 holding.
  • CX Institutional first reported a position in PPL Corp in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's PPL Corp position peaked at $752K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.