Essential Planning’s PPL Corp PPL Stock Holding History

Essential Planning’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	-20,150	Closed	-$664K	–	244
2024 Q4	$664K	Buy	+20,150	New	+$664K	﹤0.01%	251

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Essential Planning's PPL Position: Q1 2025 in Review

Essential Planning sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 20,150 shares — an estimated $664K sold.

Essential Planning first reported a position in PPL in Q4 2024 and held it in 1 quarter. The position peaked at $664K in Q4 2024. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

Essential Planning reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 20,150 PPL Corp shares in Q1 2025, an estimated $664K.
Essential Planning first reported a position in PPL Corp in Q4 2024 and held it in 1 quarter.
Essential Planning's PPL Corp position peaked at $664K in Q4 2024.
907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.