EP
PPL

Edgestream Partners’s PPL Corp PPL Stock Holding History

Edgestream Partners’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
2025
Q1 		– Sell
-6,765
Closed -$220K – 1012
2024
Q4 		$220K Sell
6,765
-34,198
-83% -$1.13M 0.01% 805
2024
Q3 		$1.36M Buy
40,963
+30,438
+289% +$931K 0.06% 506
2024
Q2 		$291K Buy
+10,525
New +$295K 0.01% 752
2023
Q2 		– Sell
-11,115
Closed -$309K – 873
2023
Q1 		$309K Buy
+11,115
New +$315K 0.03% 466
2022
Q3 		– Sell
-33,231
Closed -$902K – 579
2022
Q2 		$902K Buy
+33,231
New +$954K 0.07% 340
2019
Q4 		– Sell
-82,199
Closed -$2.59M – 346
2019
Q3 		$2.59M Buy
82,199
+20,788
+34% +$628K 0.25% 121
2019
Q2 		$1.9M Buy
+61,411
New +$1.9M 0.21% 111
2018
Q2 		– Sell
-13,968
Closed -$395K – 286
2018
Q1 		$395K Buy
+13,968
New +$416K 0.08% 202
2017
Q2 		– Sell
-14,368
Closed -$537K – 146
2017
Q1 		$537K Buy
+14,368
New +$514K 0.24% 90

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Invesco
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Geode Capital Management
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return