DM
PPL icon

Diversified Management’s PPL Corp PPL Stock Holding History

Diversified Management’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 		– Sell
-5,636
Closed -$205K – 241
2026
Q2 		$205K Sell
5,636
-1,475
-21% -$54.5K 0.04% 169
2026
Q1 		$272K Buy
+7,111
New +$262K 0.05% 230

Other funds holding PPL

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Diversified Management's PPL Position: Q3 2026 in Review

Diversified Management sold out of PPL Corp (PPL) in Q3 2026, closing a stake of 5,636 shares — an estimated $205K sold.

Diversified Management first reported a position in PPL in Q1 2026 and held it in 2 quarters. The position peaked at $272K in Q1 2026. 32 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Diversified Management reported no remaining PPL Corp position as of Q3 2026 after selling out during the quarter.
  • Diversified Management sold 5,636 PPL Corp shares in Q3 2026, an estimated $205K.
  • Diversified Management first reported a position in PPL Corp in Q1 2026 and held it in 2 quarters.
  • Diversified Management's PPL Corp position peaked at $272K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.