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Investment Advisory Services’s PPL Corp PPL Stock Holding History

Investment Advisory 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
Q3 		$262K Hold
7,951
– – 0.07% 116
2026
Q2 		$289K Hold
7,951
– – 0.08% 109
2026
Q1 		$304K Hold
7,951
– – 0.1% 98
2025
Q4 		$278K Buy
7,951
+59
+0.7% +$2.13K 0.09% 100
2025
Q3 		$293K Sell
7,892
-2
-0% -$72 0.09% 96
2025
Q2 		$268K Hold
7,894
– – 0.09% 102
2025
Q1 		$285K Sell
7,894
-185
-2% -$6.27K 0.1% 96
2024
Q4 		$262K Buy
8,079
+37
+0.5% +$1.22K 0.09% 98
2024
Q3 		$266K Sell
8,042
-690
-8% -$21.1K 0.09% 101
2024
Q2 		$241K Sell
8,732
-173
-2% -$4.85K 0.09% 106
2024
Q1 		$245K Sell
8,905
-393
-4% -$10.5K 0.09% 107
2023
Q4 		$252K Sell
9,298
-3,205
-26% -$81.3K 0.1% 100
2023
Q3 		$295K Sell
12,503
-5,686
-31% -$147K 0.13% 93
2023
Q2 		$481K Sell
18,189
-195
-1% -$5.38K 0.2% 78
2023
Q1 		$511K Sell
18,384
-179
-1% -$5.07K 0.25% 69
2022
Q4 		$542K Sell
18,563
-1,946
-9% -$53.5K 0.28% 67
2022
Q3 		$520K Sell
20,509
-2,919
-12% -$83.6K 0.31% 60
2022
Q2 		$636K Sell
23,428
-139
-0.6% -$3.99K 0.37% 58
2022
Q1 		$673K Sell
23,567
-341
-1% -$9.6K 0.38% 59
2021
Q4 		$719K Sell
23,908
-248
-1% -$7.16K 0.39% 58
2021
Q3 		$673K Buy
24,156
+36
+0.1% +$1.04K 0.41% 57
2021
Q2 		$675K Buy
+24,120
New +$697K 0.42% 55
2020
Q4 		$696K Buy
24,693
+188
+0.8% +$5.34K 0.49% 53
2020
Q3 		$667K Buy
24,505
+1,192
+5% +$32.1K 0.53% 52
2020
Q2 		$602K Buy
+23,313
New +$607K 0.51% 52

Other funds holding PPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Investment Advisory Services's PPL Position: Q3 2026 in Review

Investment Advisory Services held its PPL Corp (PPL) position steady in Q3 2026 at 7,951 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #116.

Investment Advisory Services first reported a position in PPL in Q2 2020 and has held it in 25 quarters since. The position peaked at $719K in Q4 2021. 676 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Investment Advisory Services held 7,951 shares of PPL Corp worth $262K as of Q3 2026.
  • Investment Advisory Services left its PPL Corp share count unchanged in Q3 2026.
  • PPL Corp made up 0.07% of Investment Advisory Services's portfolio in Q3 2026, its #116 holding.
  • Investment Advisory Services first reported a position in PPL Corp in Q2 2020 and has held it in 25 quarters since.
  • Investment Advisory Services's PPL Corp position peaked at $719K in Q4 2021.
  • 676 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Investment Advisory Services's 13F filing for Q3 2026, filed 27 Oct 2026.