MSWM
PPL

Mowery & Schoenfeld Wealth Management’s PPL Corp PPL Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-407
Closed -$13.2K – 541
2024
Q4 		$13.2K Buy
+407
New +$13.4K 0.03% 202

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PPL Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 407 shares — an estimated $13.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PPL in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 407 PPL Corp shares in Q1 2025, an estimated $13.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in PPL Corp in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's PPL Corp position peaked at $13.2K in Q4 2024.
  • 907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.