IIM
PPL icon

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
Q3 		$290K Buy
8,848
+38
+0.4% +$1.32K 0.17% 59
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

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Invariant Investment Management's PPL Position: Q3 2026 in Review

Invariant Investment Management increased its PPL Corp (PPL) stake by 0.43% in Q3 2026, buying an estimated $1.32K and bringing the position to 8,848 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #59.

Invariant Investment Management first reported a position in PPL in Q4 2025 and has held it in 4 quarters since. The position peaked at $348K in Q1 2026. 35 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Invariant Investment Management held 8,848 shares of PPL Corp worth $290K as of Q3 2026.
  • Invariant Investment Management bought 38 PPL Corp shares in Q3 2026, an estimated $1.32K.
  • PPL Corp made up 0.17% of Invariant Investment Management's portfolio in Q3 2026, its #59 holding.
  • Invariant Investment Management first reported a position in PPL Corp in Q4 2025 and has held it in 4 quarters since.
  • Invariant Investment Management's PPL Corp position peaked at $348K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Invariant Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.