LF
PPL

Lee Financial’s PPL Corp PPL Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-79
Closed -$2.16K – 646
2023
Q4 		$2.16K Buy
+79
New +$2K ﹤0.01% 733
2023
Q3 		– Hold
0
– -$11 – 856
2023
Q2 		– Sell
-70
Closed -$1.93K – 788
2023
Q1 		$1.96K Sell
70
-19
-21% -$538 ﹤0.01% 678
2022
Q4 		$2.6K Buy
89
+70
+368% +$1.93K ﹤0.01% 650
2022
Q3 		$0 Sell
19
-74
-80% -$2.12K ﹤0.01% 972
2022
Q2 		$3K Buy
+93
New +$2.67K ﹤0.01% 641
2022
Q1 		– Sell
-185
Closed -$6K – 917
2021
Q4 		$6K Buy
+185
New +$5.34K ﹤0.01% 581
2018
Q3 		– Sell
-442
Closed -$13K – 650
2018
Q2 		$13K Buy
442
+26
+6% +$720 ﹤0.01% 432
2018
Q1 		$12K Buy
+416
New +$12.4K ﹤0.01% 440

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return