I
PPL

INVST’s PPL Corp PPL Stock Holding History

INVST’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
2023
Q1 		– Sell
-28,989
Closed -$858K – 187
2022
Q4 		$858K Sell
28,989
-2,256
-7% -$62K 0.13% 91
2022
Q3 		$777K Buy
31,245
+4,586
+17% +$131K 0.13% 96
2022
Q2 		$773K Buy
26,659
+9,137
+52% +$262K 0.12% 100
2022
Q1 		$504K Buy
17,522
+75
+0.4% +$2.12K 0.08% 113
2021
Q4 		$455K Buy
+17,447
New +$503K 0.07% 124

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

INVST's PPL Position: Q1 2023 in Review

INVST sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 28,989 shares — an estimated $858K sold.

INVST first reported a position in PPL in Q4 2021 and held it in 5 quarters. The position peaked at $858K in Q4 2022. 801 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

  • INVST reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
  • INVST sold 28,989 PPL Corp shares in Q1 2023, an estimated $858K.
  • INVST first reported a position in PPL Corp in Q4 2021 and held it in 5 quarters.
  • INVST's PPL Corp position peaked at $858K in Q4 2022.
  • 801 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on INVST's 13F filing for Q1 2023, filed 28 Apr 2023.