FIM
PPL

Fernwood Investment Management’s PPL Corp PPL Stock Holding History

Fernwood Investment Management’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
2024
Q4 		$406K Buy
+12,500
New +$412K 0.14% 121
2024
Q2 		– Sell
-500
Closed -$13.8K – 571
2024
Q1 		$13.8K Buy
+500
New +$13.3K ﹤0.01% 508

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Fernwood Investment Management's PPL Position: Q4 2024 in Review

Fernwood Investment Management opened a new position in PPL Corp (PPL) in Q4 2024: 12,500 shares worth $406K. The stake represents 0.14% of the portfolio and ranks #121 among its holdings. This is a return to the name: Fernwood Investment Management previously reported a position in PPL as recently as Q1 2024.

Fernwood Investment Management first reported a position in PPL in Q1 2024 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold PPL as of Q4 2024.

  • Fernwood Investment Management held 12,500 shares of PPL Corp worth $406K as of Q4 2024.
  • PPL Corp was a new Fernwood Investment Management position in Q4 2024.
  • PPL Corp made up 0.14% of Fernwood Investment Management's portfolio in Q4 2024, its #121 holding.
  • Fernwood Investment Management first reported a position in PPL Corp in Q1 2024 and has held it in 2 quarters since.
  • 863 funds tracked by Wall St. Rank held PPL Corp as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.