Jones Financial Companies
PPL

Jones Financial Companies’s PPL Corp PPL Stock Holding History

Jones Financial Companies’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 		$14.4M Sell
388,292
-42,053
-10% -$1.55M 0.01% 788
2026
Q1 		$16.2M Buy
430,345
+383,839
+825% +$14.2M 0.01% 662
2025
Q4 		$1.63M Buy
46,506
+19,116
+70% +$689K ﹤0.01% 1045
2025
Q3 		$1.01M Buy
27,390
+4,752
+21% +$171K ﹤0.01% 1128
2025
Q2 		$760K Buy
22,638
+2,686
+13% +$93.5K ﹤0.01% 1116
2025
Q1 		$712K Buy
19,952
+3,659
+22% +$124K ﹤0.01% 989
2024
Q4 		$529K Buy
16,293
+4,323
+36% +$142K ﹤0.01% 976
2024
Q3 		$394K Buy
11,970
+5,320
+80% +$163K ﹤0.01% 908
2024
Q2 		$184K Buy
6,650
+4,972
+296% +$139K ﹤0.01% 862
2024
Q1 		$46.2K Buy
1,678
+972
+138% +$25.9K ﹤0.01% 748
2023
Q4 		$19.1K Hold
706
– – ﹤0.01% 597
2023
Q3 		$16.6K Sell
706
-84
-11% -$2.17K ﹤0.01% 453
2023
Q2 		$20.9K Buy
+790
New +$21.8K ﹤0.01% 417
2022
Q2 		– Sell
-200
Closed -$6K – 820
2022
Q1 		$6K Buy
+200
New +$5.64K ﹤0.01% 567
2021
Q2 		– Sell
-130
Closed -$4K – 759
2021
Q1 		$4K Buy
130
+40
+44% +$1.12K ﹤0.01% 666
2020
Q4 		$3K Buy
+90
New +$2.56K ﹤0.01% 568
2013
Q4 		– Sell
-266
Closed -$8K – 459
2013
Q3 		$8K Sell
266
-430
-62% -$12.3K ﹤0.01% 534
2013
Q2 		$20K Buy
+696
New +$20.1K ﹤0.01% 470

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies's PPL Position: Q2 2026 in Review

Jones Financial Companies reduced its PPL Corp (PPL) stake by 9.8% in Q2 2026, selling an estimated $1.55M and leaving 388,292 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #788.

Jones Financial Companies first reported a position in PPL in Q2 2013 and has held it in 18 quarters since. The position peaked at $16.2M in Q1 2026. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Jones Financial Companies held 388,292 shares of PPL Corp worth $14.4M as of Q2 2026.
  • Jones Financial Companies sold 42,053 PPL Corp shares in Q2 2026, an estimated $1.55M.
  • PPL Corp made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #788 holding.
  • Jones Financial Companies first reported a position in PPL Corp in Q2 2013 and has held it in 18 quarters since.
  • Jones Financial Companies's PPL Corp position peaked at $16.2M in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.