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Keudell/Morrison Wealth Management’s PPL Corp PPL Stock Holding History

Keudell/Morrison 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
2026
Q3 		$445K Buy
13,520
+860
+7% +$30K 0.08% 148
2026
Q2 		$460K Buy
12,660
+1,328
+12% +$49.1K 0.09% 143
2026
Q1 		$433K Buy
11,332
+73
+0.6% +$2.69K 0.09% 143
2025
Q4 		$394K Buy
+11,259
New +$406K 0.08% 155
2025
Q2 		$401K Sell
11,827
-1,093
-8% -$38K 0.09% 138
2025
Q1 		$467K Buy
12,920
+1,329
+11% +$45.1K 0.11% 116
2024
Q4 		$376K Sell
11,591
-156
-1% -$5.14K 0.1% 138
2024
Q3 		$389K Buy
11,747
+60
+0.5% +$1.84K 0.11% 133
2024
Q2 		$323K Buy
11,687
+1,191
+11% +$33.4K 0.09% 151
2024
Q1 		$289K Buy
10,496
+485
+5% +$12.9K 0.09% 160
2023
Q4 		$271K Sell
10,011
-1,462
-13% -$37.1K 0.09% 161
2023
Q3 		$270K Sell
11,473
-600
-5% -$15.5K 0.08% 150
2023
Q2 		$319K Sell
12,073
-1,884
-13% -$52K 0.09% 141
2023
Q1 		$388K Sell
13,957
-1,580
-10% -$44.7K 0.11% 116
2022
Q4 		$454K Sell
15,537
-3,605
-19% -$99.1K 0.15% 98
2022
Q3 		$485K Sell
19,142
-4,713
-20% -$135K 0.18% 89
2022
Q2 		$647K Sell
23,855
-5,798
-20% -$166K 0.24% 85
2022
Q1 		$847K Sell
29,653
-4,829
-14% -$136K 0.35% 69
2021
Q4 		$1.04M Sell
34,482
-1,299
-4% -$37.5K 0.41% 58
2021
Q3 		$998K Buy
35,781
+3,925
+12% +$113K 0.43% 58
2021
Q2 		$891K Buy
31,856
+510
+2% +$14.7K 0.49% 62
2021
Q1 		$904K Sell
31,346
-3,005
-9% -$84.1K 0.52% 59
2020
Q4 		$969K Sell
34,351
-240
-0.7% -$6.81K 0.62% 52
2020
Q3 		$941K Buy
34,591
+5,595
+19% +$151K 0.6% 47
2020
Q2 		$749K Sell
28,996
-1,352
-4% -$35.2K 0.62% 58
2020
Q1 		$749K Buy
30,348
+7
+0% +$226 0.73% 50
2019
Q4 		$1.09M Buy
30,341
+1,467
+5% +$49.2K 0.75% 41
2019
Q3 		$909K Buy
28,874
+5,383
+23% +$163K 0.75% 48
2019
Q2 		$700K Buy
23,491
+9,028
+62% +$280K 0.61% 56
2019
Q1 		$459K Buy
+14,463
New +$450K 0.4% 81

Other funds holding PPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Keudell/Morrison Wealth Management's PPL Position: Q3 2026 in Review

Keudell/Morrison Wealth Management increased its PPL Corp (PPL) stake by 6.8% in Q3 2026, buying an estimated $30K and bringing the position to 13,520 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #148.

Keudell/Morrison Wealth Management first reported a position in PPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.09M in Q4 2019. 342 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Keudell/Morrison Wealth Management held 13,520 shares of PPL Corp worth $445K as of Q3 2026.
  • Keudell/Morrison Wealth Management bought 860 PPL Corp shares in Q3 2026, an estimated $30K.
  • PPL Corp made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Keudell/Morrison Wealth Management first reported a position in PPL Corp in Q1 2019 and has held it in 30 quarters since.
  • Keudell/Morrison Wealth Management's PPL Corp position peaked at $1.09M in Q4 2019.
  • 342 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.