Joseph Group Capital Management
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Joseph Group Capital Management’s PPL Corp PPL Stock Holding History

Joseph Group Capital 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 		$5.69K Sell
173
-86
-33% -$3K ﹤0.01% 394
2026
Q2 		$9.42K Buy
259
+89
+52% +$3.29K ﹤0.01% 339
2026
Q1 		$6.49K Buy
+170
New +$6.27K ﹤0.01% 353

Other funds holding PPL

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Joseph Group Capital Management's PPL Position: Q3 2026 in Review

Joseph Group Capital Management reduced its PPL Corp (PPL) stake by 33% in Q3 2026, selling an estimated $3K and leaving 173 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Joseph Group Capital Management first reported a position in PPL in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.42K in Q2 2026. 610 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Joseph Group Capital Management held 173 shares of PPL Corp worth $5.69K as of Q3 2026.
  • Joseph Group Capital Management sold 86 PPL Corp shares in Q3 2026, an estimated $3K.
  • PPL Corp made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q3 2026, its #394 holding.
  • Joseph Group Capital Management first reported a position in PPL Corp in Q1 2026 and has held it in 3 quarters since.
  • Joseph Group Capital Management's PPL Corp position peaked at $9.42K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Joseph Group Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.