OCM
PPL

Osterweis Capital Management’s PPL Corp PPL Stock Holding History

Osterweis Capital 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
Q2 		– Sell
-30
Closed -$1.08K – 394
2025
Q1 		$1.08K Buy
+30
New +$1.02K ﹤0.01% 228

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osterweis Capital Management's PPL Position: Q2 2025 in Review

Osterweis Capital Management sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 30 shares — an estimated $1.08K sold.

Osterweis Capital Management first reported a position in PPL in Q1 2025 and held it in 1 quarter. The position peaked at $1.08K in Q1 2025. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Osterweis Capital Management reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 30 PPL Corp shares in Q2 2025, an estimated $1.08K.
  • Osterweis Capital Management first reported a position in PPL Corp in Q1 2025 and held it in 1 quarter.
  • Osterweis Capital Management's PPL Corp position peaked at $1.08K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.