LRI Investments’s PPL Corp PPL Stock Holding History

LRI Investments’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	$7.38K	Sell	203 -239	-54%	-$8.83K	﹤0.01%	1048
2026 Q1	$16.9K	Sell	442 -111	-20%	-$4.09K	﹤0.01%	734
2025 Q4	$19.4K	Sell	553 -1,020	-65%	-$36.8K	﹤0.01%	703
2025 Q3	$58.5K	Buy	1,573 +1,190	+311%	+$42.8K	﹤0.01%	524
2025 Q2	$13K	Hold	383	–	–	﹤0.01%	792
2025 Q1	$13.8K	Sell	383 -3,000	-89%	-$102K	﹤0.01%	735
2024 Q4	$110K	Hold	3,383	–	–	0.01%	401
2024 Q3	$112K	Sell	3,383 -671	-17%	-$20.5K	0.01%	383
2024 Q2	$112K	Buy	4,054 +1,054	+35%	+$29.6K	0.01%	360
2024 Q1	$82.6K	Buy	+3,000	New	+$79.8K	0.02%	223

Other funds holding PPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LRI Investments's PPL Position: Q2 2026 in Review

LRI Investments reduced its PPL Corp (PPL) stake by 54% in Q2 2026, selling an estimated $8.83K and leaving 203 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

LRI Investments first reported a position in PPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $112K in Q3 2024. 395 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

LRI Investments held 203 shares of PPL Corp worth $7.38K as of Q2 2026.
LRI Investments sold 239 PPL Corp shares in Q2 2026, an estimated $8.83K.
PPL Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1048 holding.
LRI Investments first reported a position in PPL Corp in Q1 2024 and has held it in 10 quarters since.
LRI Investments's PPL Corp position peaked at $112K in Q3 2024.
395 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.