DW
PPL

Domani Wealth’s PPL Corp PPL Stock Holding History

Domani Wealth’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
2023
Q1 		– Sell
-6,848
Closed -$200K – 119
2022
Q4 		$200K Buy
+6,848
New +$188K 0.05% 117
2022
Q1 		– Sell
-8,128
Closed -$244K – 122
2021
Q4 		$244K Sell
8,128
-100
-1% -$2.89K 0.05% 114
2021
Q3 		$229K Sell
8,228
-1,115
-12% -$32.2K 0.05% 111
2021
Q2 		$261K Buy
9,343
+1,201
+15% +$34.7K 0.05% 110
2021
Q1 		$235K Buy
8,142
+824
+11% +$23.1K 0.05% 121
2020
Q4 		$206K Sell
7,318
-1,084
-13% -$30.8K 0.04% 119
2020
Q3 		$229K Sell
8,402
-697
-8% -$18.8K 0.05% 111
2020
Q2 		$235K Sell
9,099
-2,198
-19% -$57.2K 0.05% 113
2020
Q1 		$279K Buy
11,297
+3,414
+43% +$110K 0.07% 101
2019
Q4 		$283K Buy
7,883
+161
+2% +$5.4K 0.09% 92
2019
Q3 		$243K Buy
7,722
+68
+0.9% +$2.06K 0.09% 99
2019
Q2 		$237K Buy
7,654
+65
+0.9% +$2.02K 0.09% 93
2019
Q1 		$241K Buy
7,589
+73
+1% +$2.27K 0.1% 96
2018
Q4 		$213K Sell
7,516
-3,577
-32% -$109K 0.1% 97
2018
Q3 		$325K Buy
11,093
+3,670
+49% +$107K 0.14% 72
2018
Q2 		$212K Buy
+7,423
New +$206K 0.1% 100
2016
Q2 		– Sell
-5,645
Closed -$215K – 115
2016
Q1 		$215K Buy
+5,645
New +$201K 0.08% 109

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Domani Wealth's PPL Position: Q1 2023 in Review

Domani Wealth sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 6,848 shares — an estimated $200K sold.

Domani Wealth first reported a position in PPL in Q1 2016 and held it in 17 quarters. The position peaked at $325K in Q3 2018. 802 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

  • Domani Wealth reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
  • Domani Wealth sold 6,848 PPL Corp shares in Q1 2023, an estimated $200K.
  • Domani Wealth first reported a position in PPL Corp in Q1 2016 and held it in 17 quarters.
  • Domani Wealth's PPL Corp position peaked at $325K in Q3 2018.
  • 802 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.