Mather Group
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Mather Group’s PPL Corp PPL Stock Holding History

Mather Group’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 		$130K Sell
3,967
-676
-15% -$23.6K ﹤0.01% 893
2026
Q2 		$169K Sell
4,643
-236
-5% -$8.72K ﹤0.01% 814
2026
Q1 		$186K Buy
+4,879
New +$180K ﹤0.01% 753
2025
Q4 		– Sell
-9,238
Closed -$343K – 1392
2025
Q3 		$343K Buy
9,238
+826
+10% +$29.7K ﹤0.01% 478
2025
Q2 		$285K Sell
8,412
-1,996
-19% -$69.5K ﹤0.01% 514
2025
Q1 		$376K Buy
10,408
+8,466
+436% +$287K ﹤0.01% 436
2024
Q4 		$63K Buy
1,942
+226
+13% +$7.44K ﹤0.01% 827
2024
Q3 		$56.8K Sell
1,716
-12,330
-88% -$377K ﹤0.01% 855
2024
Q2 		$387K Buy
14,046
+2,074
+17% +$58.2K ﹤0.01% 469
2024
Q1 		$324K Sell
11,972
-3
-0% -$80 0.01% 421
2023
Q4 		$325K Buy
11,975
+955
+9% +$24.2K 0.01% 438
2023
Q3 		$260K Sell
11,020
-768
-7% -$19.9K ﹤0.01% 472
2023
Q2 		$312K Buy
11,788
+162
+1% +$4.47K 0.01% 449
2023
Q1 		$323K Buy
11,626
+427
+4% +$12.1K 0.01% 382
2022
Q4 		$327K Buy
11,199
+220
+2% +$6.05K 0.01% 374
2022
Q3 		$278K Buy
10,979
+299
+3% +$8.56K 0.01% 383
2022
Q2 		$290K Sell
10,680
-84
-0.8% -$2.41K 0.01% 317
2022
Q1 		$307K Buy
10,764
+766
+8% +$21.6K 0.01% 343
2021
Q4 		$301K Sell
9,998
-608
-6% -$17.5K 0.01% 297
2021
Q3 		$296K Buy
10,606
+172
+2% +$4.96K 0.01% 223
2021
Q2 		$292K Buy
10,434
+1,014
+11% +$29.3K 0.01% 218
2021
Q1 		$272K Buy
+9,420
New +$264K 0.01% 215
2020
Q4 		– Sell
-16,213
Closed -$441K – 265
2020
Q3 		$441K Buy
16,213
+588
+4% +$15.9K 0.02% 147
2020
Q2 		$404K Buy
+15,625
New +$406K 0.02% 147

Other funds holding PPL

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 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
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Mather Group's PPL Position: Q3 2026 in Review

Mather Group reduced its PPL Corp (PPL) stake by 15% in Q3 2026, selling an estimated $23.6K and leaving 3,967 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Mather Group first reported a position in PPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $441K in Q3 2020. 196 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Mather Group held 3,967 shares of PPL Corp worth $130K as of Q3 2026.
  • Mather Group sold 676 PPL Corp shares in Q3 2026, an estimated $23.6K.
  • PPL Corp made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #893 holding.
  • Mather Group first reported a position in PPL Corp in Q2 2020 and has held it in 24 quarters since.
  • Mather Group's PPL Corp position peaked at $441K in Q3 2020.
  • 196 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.