NIM
PPL

NEOS Investment Management’s PPL Corp PPL Stock Holding History

NEOS Investment 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 		$4.45M Sell
122,284
-936
-0.8% -$34.6K 0.02% 386
2026
Q1 		$4.71M Sell
123,220
-170,504
-58% -$6.29M 0.02% 344
2025
Q4 		$10.3M Buy
293,724
+101,930
+53% +$3.68M 0.06% 223
2025
Q3 		$7.13M Buy
191,794
+49,252
+35% +$1.77M 0.05% 249
2025
Q2 		$4.83M Buy
142,542
+32,100
+29% +$1.12M 0.06% 246
2025
Q1 		$3.99M Buy
110,442
+68,207
+161% +$2.31M 0.08% 228
2024
Q4 		$1.37M Buy
42,235
+9,950
+31% +$328K 0.03% 348
2024
Q3 		$1.07M Buy
32,285
+6,496
+25% +$199K 0.03% 362
2024
Q2 		$713K Buy
25,789
+7,968
+45% +$224K 0.03% 388
2024
Q1 		$491K Buy
17,821
+7,344
+70% +$195K 0.03% 388
2023
Q4 		$284K Buy
+10,477
New +$266K 0.03% 401

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 $3.37T AUM 44.26% 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

NEOS Investment Management's PPL Position: Q2 2026 in Review

NEOS Investment Management reduced its PPL Corp (PPL) stake by 0.76% in Q2 2026, selling an estimated $34.6K and leaving 122,284 shares worth $4.45M. The position accounts for 0.02% of the portfolio, ranked #386.

NEOS Investment Management first reported a position in PPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q4 2025. 1,036 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • NEOS Investment Management held 122,284 shares of PPL Corp worth $4.45M as of Q2 2026.
  • NEOS Investment Management sold 936 PPL Corp shares in Q2 2026, an estimated $34.6K.
  • PPL Corp made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #386 holding.
  • NEOS Investment Management first reported a position in PPL Corp in Q4 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's PPL Corp position peaked at $10.3M in Q4 2025.
  • 1,036 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.