MW
PPL

Marcum Wealth’s PPL Corp PPL Stock Holding History

Marcum Wealth’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 		$286K Buy
7,931
+25
+0.3% +$848 0.02% 294
2024
Q4 		$257K Buy
7,906
+61
+0.8% +$2.01K 0.02% 315
2024
Q3 		$260K Sell
7,845
-49
-0.6% -$1.5K 0.02% 314
2024
Q2 		$218K Buy
7,894
+69
+0.9% +$1.94K 0.02% 326
2024
Q1 		$215K Buy
7,825
+22
+0.3% +$586 0.02% 328
2023
Q4 		$211K Sell
7,803
-1,319
-14% -$33.5K 0.02% 328
2023
Q3 		$215K Sell
9,122
-31
-0.3% -$802 0.03% 305
2023
Q2 		$242K Buy
9,153
+158
+2% +$4.36K 0.03% 291
2023
Q1 		$250K Buy
8,995
+539
+6% +$15.3K 0.03% 284
2022
Q4 		$247K Sell
8,456
-860
-9% -$23.6K 0.03% 273
2022
Q3 		$236K Buy
9,316
+460
+5% +$13.2K 0.04% 272
2022
Q2 		$240K Buy
8,856
+49
+0.6% +$1.41K 0.04% 267
2022
Q1 		$252K Buy
8,807
+1,213
+16% +$34.2K 0.03% 277
2021
Q4 		$228K Sell
7,594
-989
-12% -$28.5K 0.03% 303
2021
Q3 		$239K Buy
8,583
+36
+0.4% +$1.04K 0.04% 275
2021
Q2 		$239K Sell
8,547
-949
-10% -$27.4K 0.04% 255
2021
Q1 		$274K Buy
+9,496
New +$266K 0.05% 233

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

Marcum Wealth's PPL Position: Q1 2025 in Review

Marcum Wealth increased its PPL Corp (PPL) stake by 0.32% in Q1 2025, buying an estimated $848 and bringing the position to 7,931 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #294.

Marcum Wealth first reported a position in PPL in Q1 2021 and has held it in 17 quarters since. 908 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Marcum Wealth held 7,931 shares of PPL Corp worth $286K as of Q1 2025.
  • Marcum Wealth bought 25 PPL Corp shares in Q1 2025, an estimated $848.
  • PPL Corp made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #294 holding.
  • Marcum Wealth first reported a position in PPL Corp in Q1 2021 and has held it in 17 quarters since.
  • 908 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.