MCA
PPL

MSH Capital Advisors’s PPL Corp PPL Stock Holding History

MSH Capital 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
2023
Q2 		– Sell
-9,442
Closed -$262K – 220
2023
Q1 		$262K Sell
9,442
-495
-5% -$14K 0.11% 171
2022
Q4 		$290K Sell
9,937
-991
-9% -$27.2K 0.13% 155
2022
Q3 		$277K Buy
10,928
+7
+0.1% +$200 0.14% 152
2022
Q2 		$296K Sell
10,921
-547
-5% -$15.7K 0.14% 147
2022
Q1 		$328K Sell
11,468
-937
-8% -$26.4K 0.14% 149
2021
Q4 		$373K Buy
+12,405
New +$358K 0.17% 128

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

MSH Capital Advisors's PPL Position: Q2 2023 in Review

MSH Capital Advisors sold out of PPL Corp (PPL) in Q2 2023, closing a stake of 9,442 shares — an estimated $262K sold.

MSH Capital Advisors first reported a position in PPL in Q4 2021 and held it in 6 quarters. The position peaked at $373K in Q4 2021. 772 funds tracked by Wall St. Rank hold PPL as of Q2 2023.

  • MSH Capital Advisors reported no remaining PPL Corp position as of Q2 2023 after selling out during the quarter.
  • MSH Capital Advisors sold 9,442 PPL Corp shares in Q2 2023, an estimated $262K.
  • MSH Capital Advisors first reported a position in PPL Corp in Q4 2021 and held it in 6 quarters.
  • MSH Capital Advisors's PPL Corp position peaked at $373K in Q4 2021.
  • 772 funds tracked by Wall St. Rank held PPL Corp as of Q2 2023.

Based on MSH Capital Advisors's 13F filing for Q2 2023, filed 14 Feb 2025.