Iron Horse Wealth Management’s PPL Corp PPL Stock Holding History

Iron Horse Wealth 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
2025 Q2	$5.73K	Hold	169	–	–	﹤0.01%	358
2025 Q1	$6.1K	Buy	169 +113	+202%	+$3.83K	﹤0.01%	332
2024 Q4	$1.82K	Hold	56	–	–	﹤0.01%	403
2024 Q3	$1.85K	Hold	56	–	–	﹤0.01%	391
2024 Q2	$1.55K	Hold	56	–	–	﹤0.01%	379
2024 Q1	$1.54K	Hold	56	–	–	﹤0.01%	369
2023 Q4	$1.52K	Hold	56	–	–	﹤0.01%	392
2023 Q3	$1.32K	Buy	56 +31	+124%	+$802	﹤0.01%	405
2023 Q2	$662	Hold	25	–	–	﹤0.01%	276
2023 Q1	$695	Hold	25	–	–	﹤0.01%	310
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	228
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	125
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	229
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	207
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	200
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	187
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	180
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	172
2020 Q4	$1K	Buy	+25	New	+$710	﹤0.01%	161

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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