EFS
PPL

Essex Financial Services’s PPL Corp PPL Stock Holding History

Essex 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
Q1 		– Sell
-10,337
Closed -$362K – 820
2025
Q4 		$362K Sell
10,337
-46
-0.4% -$1.66K 0.02% 547
2025
Q3 		$386K Buy
10,383
+1,431
+16% +$51.4K 0.02% 501
2025
Q2 		$303K Buy
+8,952
New +$312K 0.02% 546
2022
Q1 		– Sell
-9,464
Closed -$284K – 520
2021
Q4 		$284K Sell
9,464
-330
-3% -$9.52K 0.03% 377
2021
Q3 		$273K Buy
9,794
+530
+6% +$15.3K 0.03% 362
2021
Q2 		$267K Hold
9,264
– – 0.04% 349
2021
Q1 		$267K Buy
+9,264
New +$259K 0.05% 284
2016
Q4 		– Sell
-6,715
Closed -$232K – 331
2016
Q3 		$232K Buy
6,715
+189
+3% +$6.8K 0.06% 271
2016
Q2 		$246K Buy
6,526
+34
+0.5% +$1.29K 0.06% 261
2016
Q1 		$247K Sell
6,492
-2,563
-28% -$91.1K 0.06% 262
2015
Q4 		$241K Buy
9,055
+1,688
+23% +$56.9K 0.06% 268
2015
Q3 		$242K Buy
7,367
+41
+0.6% +$1.28K 0.06% 269
2015
Q2 		$216K Sell
7,326
-501
-6% -$15.7K 0.06% 296
2015
Q1 		$245K Hold
7,827
– – 0.06% 270
2014
Q4 		$265K Buy
+7,827
New +$256K 0.07% 251

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Financial Services's PPL Position: Q1 2026 in Review

Essex Financial Services sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 10,337 shares — an estimated $362K sold.

Essex Financial Services first reported a position in PPL in Q4 2014 and held it in 15 quarters. The position peaked at $386K in Q3 2025. 991 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Essex Financial Services reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 10,337 PPL Corp shares in Q1 2026, an estimated $362K.
  • Essex Financial Services first reported a position in PPL Corp in Q4 2014 and held it in 15 quarters.
  • Essex Financial Services's PPL Corp position peaked at $386K in Q3 2025.
  • 991 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.