IIM
PPL

Invariant Investment Management’s PPL Corp PPL Stock Holding History

Invariant 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
2026
Q2 		$318K Buy
8,810
+61
+0.7% +$2.25K 0.19% 55
2026
Q1 		$348K Buy
8,749
+58
+0.7% +$2.14K 0.21% 52
2025
Q4 		$301K Buy
+8,691
New +$313K 0.19% 60

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invariant Investment Management's PPL Position: Q2 2026 in Review

Invariant Investment Management increased its PPL Corp (PPL) stake by 0.7% in Q2 2026, buying an estimated $2.25K and bringing the position to 8,810 shares worth $318K. The position accounts for 0.19% of the portfolio, ranked #55.

Invariant Investment Management first reported a position in PPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Invariant Investment Management held 8,810 shares of PPL Corp worth $318K as of Q2 2026.
  • Invariant Investment Management bought 61 PPL Corp shares in Q2 2026, an estimated $2.25K.
  • PPL Corp made up 0.19% of Invariant Investment Management's portfolio in Q2 2026, its #55 holding.
  • Invariant Investment Management first reported a position in PPL Corp in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's PPL Corp position peaked at $348K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.