IF
PPL

Insight Folios’s PPL Corp PPL Stock Holding History

Insight Folios’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
Q3 		$728K Sell
21,997
-1,517
-6% -$46.4K 0.26% 47
2024
Q2 		$650K Sell
23,514
-3,034
-11% -$85.1K 0.27% 47
2024
Q1 		$731K Sell
26,548
-183,099
-87% -$4.87M 0.3% 44
2023
Q4 		$5.68M Buy
209,647
+14,145
+7% +$359K 2.46% 25
2023
Q3 		$4.61M Sell
195,502
-21,671
-10% -$560K 2.25% 27
2023
Q2 		$5.75M Buy
217,173
+11,281
+5% +$311K 2.41% 26
2023
Q1 		$5.72M Buy
205,892
+28,731
+16% +$814K 2.54% 23
2022
Q4 		$5.18M Buy
177,161
+4,782
+3% +$131K 2.34% 27
2022
Q3 		$4.37M Buy
172,379
+4,725
+3% +$135K 2.22% 27
2022
Q2 		$4.55M Buy
167,654
+11,593
+7% +$333K 2.16% 28
2022
Q1 		$4.46M Buy
156,061
+10,993
+8% +$310K 1.99% 30
2021
Q4 		$4.36M Buy
145,068
+8,730
+6% +$252K 2.04% 30
2021
Q3 		$3.8M Buy
+136,338
New +$3.93M 2.09% 30

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight Folios's PPL Position: Q3 2024 in Review

Insight Folios reduced its PPL Corp (PPL) stake by 6.5% in Q3 2024, selling an estimated $46.4K and leaving 21,997 shares worth $728K. The position accounts for 0.26% of the portfolio, ranked #47.

Insight Folios first reported a position in PPL in Q3 2021 and has held it in 13 quarters since. The position peaked at $5.75M in Q2 2023. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Insight Folios held 21,997 shares of PPL Corp worth $728K as of Q3 2024.
  • Insight Folios sold 1,517 PPL Corp shares in Q3 2024, an estimated $46.4K.
  • PPL Corp made up 0.26% of Insight Folios's portfolio in Q3 2024, its #47 holding.
  • Insight Folios first reported a position in PPL Corp in Q3 2021 and has held it in 13 quarters since.
  • Insight Folios's PPL Corp position peaked at $5.75M in Q2 2023.
  • 822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.