LK
PPL

Lumbard & Kellner’s PPL Corp PPL Stock Holding History

Lumbard & Kellner’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
2025
Q1 		– Sell
-82,614
Closed -$2.68M – 89
2024
Q4 		$2.68M Sell
82,614
-3,486
-4% -$115K 1.15% 36
2024
Q3 		$2.85M Buy
86,100
+2,431
+3% +$74.4K 1.25% 36
2024
Q2 		$2.31M Sell
83,669
-575
-0.7% -$16.1K 1.09% 42
2024
Q1 		$2.32M Sell
84,244
-123
-0.1% -$3.27K 1.13% 38
2023
Q4 		$2.29M Buy
+84,367
New +$2.14M 1.32% 30

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lumbard & Kellner's PPL Position: Q1 2025 in Review

Lumbard & Kellner sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 82,614 shares — an estimated $2.68M sold.

Lumbard & Kellner first reported a position in PPL in Q4 2023 and held it in 5 quarters. The position peaked at $2.85M in Q3 2024. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Lumbard & Kellner reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
  • Lumbard & Kellner sold 82,614 PPL Corp shares in Q1 2025, an estimated $2.68M.
  • Lumbard & Kellner first reported a position in PPL Corp in Q4 2023 and held it in 5 quarters.
  • Lumbard & Kellner's PPL Corp position peaked at $2.85M in Q3 2024.
  • 907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Lumbard & Kellner's 13F filing for Q1 2025, filed 21 Apr 2025.