Econ Financial Services
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Econ Financial Services’s PPL Corp PPL Stock Holding History

Econ Financial Services’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 		$3.9M Buy
+118,567
New +$4.14M 1.63% 23
2024
Q3 		– Sell
-44,298
Closed -$1.22M – 95
2024
Q2 		$1.22M Buy
+44,298
New +$1.24M 0.76% 42
2023
Q3 		– Sell
-31,345
Closed -$829K – 94
2023
Q2 		$829K Sell
31,345
-231
-0.7% -$6.37K 0.59% 61
2023
Q1 		$877K Sell
31,576
-87,378
-73% -$2.47M 0.66% 62
2022
Q4 		$3.48M Sell
118,954
-3,796
-3% -$104K 3.52% 6
2022
Q3 		$3.11M Buy
122,750
+33,217
+37% +$951K 2.56% 10
2022
Q2 		$2.43M Sell
89,533
-2,052
-2% -$58.9K 1.96% 17
2022
Q1 		$2.62M Buy
91,585
+34,707
+61% +$979K 1.94% 22
2021
Q4 		$1.71M Buy
+56,878
New +$1.64M 1.26% 25

Other funds holding PPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
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
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Econ Financial Services's PPL Position: Q3 2026 in Review

Econ Financial Services opened a new position in PPL Corp (PPL) in Q3 2026: 118,567 shares worth $3.9M. The stake represents 1.63% of the portfolio and ranks #23 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in PPL as recently as Q2 2024.

Econ Financial Services first reported a position in PPL in Q4 2021 and has held it in 9 quarters since. 342 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Econ Financial Services held 118,567 shares of PPL Corp worth $3.9M as of Q3 2026.
  • PPL Corp was a new Econ Financial Services position in Q3 2026.
  • PPL Corp made up 1.63% of Econ Financial Services's portfolio in Q3 2026, its #23 holding.
  • Econ Financial Services first reported a position in PPL Corp in Q4 2021 and has held it in 9 quarters since.
  • 342 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.