MCM
PPL

Monarch Capital Management’s PPL Corp PPL Stock Holding History

Monarch Capital 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
2026
Q2 		$1.86M Buy
51,041
+1,430
+3% +$52.8K 0.43% 64
2026
Q1 		$1.9M Sell
49,611
-25
-0.1% -$922 0.47% 63
2025
Q4 		$1.75M Buy
49,636
+1,050
+2% +$37.9K 0.43% 62
2025
Q3 		$1.81M Buy
48,586
+2,450
+5% +$88K 0.44% 57
2025
Q2 		$1.57M Buy
46,136
+480
+1% +$16.7K 0.42% 57
2025
Q1 		$1.66M Sell
45,656
-500
-1% -$17K 0.46% 55
2024
Q4 		$1.5M Hold
46,156
– – 0.41% 57
2024
Q3 		$1.53M Sell
46,156
-300
-0.6% -$9.18K 0.41% 57
2024
Q2 		$1.29M Sell
46,456
-998
-2% -$28K 0.38% 60
2024
Q1 		$1.31M Sell
47,454
-475
-1% -$12.6K 0.37% 61
2023
Q4 		$1.31M Sell
47,929
-4,050
-8% -$103K 0.4% 59
2023
Q3 		$1.23M Sell
51,979
-2,835
-5% -$73.3K 0.4% 58
2023
Q2 		$1.46M Sell
54,814
-200
-0.4% -$5.51K 0.44% 55
2023
Q1 		$1.54M Buy
55,014
+85
+0.2% +$2.41K 0.47% 55
2022
Q4 		$1.61M Sell
54,929
-5,200
-9% -$143K 0.49% 56
2022
Q3 		$1.53M Sell
60,129
-2,396
-4% -$68.6K 0.5% 54
2022
Q2 		$1.7M Sell
62,525
-1,285
-2% -$36.9K 0.51% 51
2022
Q1 		$1.82M Sell
63,810
-650
-1% -$18.3K 0.48% 54
2021
Q4 		$1.94M Sell
64,460
-101
-0.2% -$2.92K 0.5% 52
2021
Q3 		$1.8M Buy
64,561
+983
+2% +$28.4K 0.5% 51
2021
Q2 		$1.78M Buy
63,578
+773
+1% +$22.3K 0.51% 53
2021
Q1 		$1.81M Sell
62,805
-3,750
-6% -$105K 0.54% 50
2020
Q4 		$1.88M Buy
66,555
+1,334
+2% +$37.9K 0.59% 46
2020
Q3 		$1.77M Buy
65,221
+804
+1% +$21.7K 0.62% 43
2020
Q2 		$1.67M Buy
64,417
+3,788
+6% +$98.5K 0.61% 43
2020
Q1 		$1.5M Buy
60,629
+7,145
+13% +$230K 0.61% 43
2019
Q4 		$1.92M Sell
53,484
-302
-0.6% -$10.1K 0.63% 47
2019
Q3 		$1.69M Buy
53,786
+3,112
+6% +$94K 0.59% 47
2019
Q2 		$1.57M Buy
50,674
+1,450
+3% +$44.9K 0.56% 51
2019
Q1 		$1.56M Buy
49,224
+800
+2% +$24.9K 0.57% 49
2018
Q4 		$1.37M Buy
48,424
+1,899
+4% +$57.7K 0.56% 49
2018
Q3 		$1.36M Sell
46,525
-2,825
-6% -$82.5K 0.49% 51
2018
Q2 		$1.41M Sell
49,350
-1,501
-3% -$41.6K 0.54% 51
2018
Q1 		$1.44M Buy
50,851
+6,400
+14% +$191K 0.55% 51
2017
Q4 		$1.38M Buy
44,451
+1,300
+3% +$46.7K 0.51% 51
2017
Q3 		$1.64M Sell
43,151
-200
-0.5% -$7.73K 0.61% 50
2017
Q2 		$1.68M Sell
43,351
-200
-0.5% -$7.74K 0.63% 48
2017
Q1 		$1.63M Buy
43,551
+450
+1% +$16.1K 0.6% 48
2016
Q4 		$1.47M Buy
43,101
+1,226
+3% +$41.1K 0.55% 51
2016
Q3 		$1.45M Buy
41,875
+300
+0.7% +$10.8K 0.55% 51
2016
Q2 		$1.57M Sell
41,575
-60
-0.1% -$2.29K 0.58% 50
2016
Q1 		$1.58M Sell
41,635
-265
-0.6% -$9.42K 0.57% 52
2015
Q4 		$1.43M Sell
41,900
-2,235
-5% -$75.4K 0.55% 52
2015
Q3 		$1.45M Sell
44,135
-204
-0.5% -$6.38K 0.59% 52
2015
Q2 		$1.31M Sell
44,339
-1,707
-4% -$53.3K 0.5% 55
2015
Q1 		$1.44M Buy
46,046
+1,237
+3% +$39.7K 0.55% 54
2014
Q4 		$1.52M Buy
44,809
+950
+2% +$31K 0.57% 51
2014
Q3 		$1.34M Buy
43,859
+591
+1% +$18.5K 0.54% 53
2014
Q2 		$1.43M Buy
43,268
+322
+0.7% +$10.2K 0.55% 52
2014
Q1 		$1.33M Buy
42,946
+456
+1% +$13.2K 0.52% 54
2013
Q4 		$1.19M Buy
42,490
+4,053
+11% +$114K 0.47% 55
2013
Q3 		$1.09M Buy
38,437
+3,006
+8% +$86.2K 0.46% 55
2013
Q2 		$999K Buy
+35,431
New +$1.02M 0.43% 55

Other funds holding PPL

Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Commonwealth Equity Services
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

Monarch Capital Management's PPL Position: Q2 2026 in Review

Monarch Capital Management increased its PPL Corp (PPL) stake by 2.9% in Q2 2026, buying an estimated $52.8K and bringing the position to 51,041 shares worth $1.86M. The position accounts for 0.43% of the portfolio, ranked #64.

Monarch Capital Management first reported a position in PPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.94M in Q4 2021. 395 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Monarch Capital Management held 51,041 shares of PPL Corp worth $1.86M as of Q2 2026.
  • Monarch Capital Management bought 1,430 PPL Corp shares in Q2 2026, an estimated $52.8K.
  • PPL Corp made up 0.43% of Monarch Capital Management's portfolio in Q2 2026, its #64 holding.
  • Monarch Capital Management first reported a position in PPL Corp in Q2 2013 and has held it in 53 quarters since.
  • Monarch Capital Management's PPL Corp position peaked at $1.94M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.