MGIA
PPL

Moneta Group Investment Advisors’s PPL Corp PPL Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$234K Buy
6,114
+91
+2% +$3.36K ﹤0.01% 721
2025
Q4 		$211K Buy
6,023
+185
+3% +$6.67K ﹤0.01% 767
2025
Q3 		$217K Buy
+5,838
New +$210K ﹤0.01% 725
2022
Q3 		– Sell
-7,409
Closed -$201K – 460
2022
Q2 		$201K Buy
+7,409
New +$213K 0.01% 442
2022
Q1 		– Sell
-6,953
Closed -$209K – 481
2021
Q4 		$209K Buy
+6,953
New +$201K 0.01% 448
2018
Q3 		– Sell
-810
Closed -$23K – 334
2018
Q2 		$23K Sell
810
-22,302
-96% -$617K ﹤0.01% 353
2018
Q1 		$23K Buy
+23,112
New +$688K ﹤0.01% 384

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's PPL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its PPL Corp (PPL) stake by 1.5% in Q1 2026, buying an estimated $3.36K and bringing the position to 6,114 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Moneta Group Investment Advisors first reported a position in PPL in Q1 2018 and has held it in 7 quarters since. 989 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Moneta Group Investment Advisors held 6,114 shares of PPL Corp worth $234K as of Q1 2026.
  • Moneta Group Investment Advisors bought 91 PPL Corp shares in Q1 2026, an estimated $3.36K.
  • PPL Corp made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #721 holding.
  • Moneta Group Investment Advisors first reported a position in PPL Corp in Q1 2018 and has held it in 7 quarters since.
  • 989 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.