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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
Q2 		$214K Sell
5,875
-239
-4% -$8.83K ﹤0.01% 820
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moneta Group Investment Advisors's PPL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its PPL Corp (PPL) stake by 3.9% in Q2 2026, selling an estimated $8.83K and leaving 5,875 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Moneta Group Investment Advisors first reported a position in PPL in Q1 2018 and has held it in 8 quarters since. The position peaked at $234K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Moneta Group Investment Advisors held 5,875 shares of PPL Corp worth $214K as of Q2 2026.
  • Moneta Group Investment Advisors sold 239 PPL Corp shares in Q2 2026, an estimated $8.83K.
  • PPL Corp made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #820 holding.
  • Moneta Group Investment Advisors first reported a position in PPL Corp in Q1 2018 and has held it in 8 quarters since.
  • Moneta Group Investment Advisors's PPL Corp position peaked at $234K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.