MWM
PPL

MinichMacGregor Wealth Management’s PPL Corp PPL Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-850
Closed -$24.8K – 492
2022
Q4 		$24.8K Buy
+850
New +$23.4K 0.01% 273
2018
Q4 		– Sell
-200
Closed -$5K – 392
2018
Q3 		$5K Hold
200
– – ﹤0.01% 392
2018
Q2 		$5K Hold
200
– – ﹤0.01% 384
2018
Q1 		$5K Hold
200
– – ﹤0.01% 378
2017
Q4 		$6K Hold
200
– – ﹤0.01% 356
2017
Q3 		$7K Hold
200
– – 0.01% 323
2017
Q2 		$7K Hold
200
– – 0.01% 320
2017
Q1 		$7K Hold
200
– – 0.01% 320
2016
Q4 		$6K Hold
200
– – 0.01% 327
2016
Q3 		$6K Hold
200
– – 0.01% 327
2016
Q2 		$7K Sell
200
-10
-5% -$381 0.01% 304
2016
Q1 		$7K Buy
210
+10
+5% +$355 0.01% 292
2015
Q4 		$6K Buy
+200
New +$6.74K 0.01% 281

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return