PCA
PPL

Personal Capital Advisors’s PPL Corp PPL Stock Holding History

Personal 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
2022
Q4 		$54.2M Buy
1,856,163
+44,761
+2% +$1.23M 0.26% 89
2022
Q3 		$45.9M Buy
1,811,402
+49,267
+3% +$1.41M 0.25% 92
2022
Q2 		$47.8M Buy
1,762,135
+50,248
+3% +$1.44M 0.25% 93
2022
Q1 		$48.9M Buy
1,711,887
+84,597
+5% +$2.39M 0.23% 106
2021
Q4 		$49M Buy
1,627,290
+61,394
+4% +$1.77M 0.23% 106
2021
Q3 		$43.7M Buy
1,565,896
+77,447
+5% +$2.23M 0.22% 105
2021
Q2 		$41.6M Buy
1,488,449
+111,123
+8% +$3.21M 0.22% 105
2021
Q1 		$39.7M Buy
1,377,326
+95,544
+7% +$2.68M 0.23% 102
2020
Q4 		$36.1M Buy
1,281,782
+39,591
+3% +$1.12M 0.23% 98
2020
Q3 		$33.8M Sell
1,242,191
-137,395
-10% -$3.7M 0.25% 89
2020
Q2 		$35.6M Buy
1,379,586
+23,079
+2% +$600K 0.29% 83
2020
Q1 		$28.4M Buy
1,356,507
+37,623
+3% +$1.21M 0.28% 85
2019
Q4 		$47.3M Buy
1,318,884
+60,212
+5% +$2.02M 0.4% 65
2019
Q3 		$39.6M Buy
1,258,672
+67,586
+6% +$2.04M 0.38% 65
2019
Q2 		$36.9M Buy
1,191,086
+76,113
+7% +$2.36M 0.38% 68
2019
Q1 		$35.4M Buy
1,114,973
+58,773
+6% +$1.83M 0.4% 64
2018
Q4 		$29.9M Buy
1,056,200
+46,426
+5% +$1.41M 0.4% 62
2018
Q3 		$29.5M Buy
1,009,774
+290,984
+40% +$8.5M 0.38% 72
2018
Q2 		$20.5M Buy
718,790
+132,230
+23% +$3.66M 0.29% 91
2018
Q1 		$16.6M Buy
586,560
+340,242
+138% +$10.1M 0.26% 96
2017
Q4 		$7.62M Buy
246,318
+61,995
+34% +$2.23M 0.13% 115
2017
Q3 		$7M Buy
184,323
+78,322
+74% +$3.03M 0.14% 112
2017
Q2 		$4.1M Buy
106,001
+88,980
+523% +$3.44M 0.09% 127
2017
Q1 		$637K Buy
+17,021
New +$609K 0.02% 157

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Personal Capital Advisors's PPL Position: Q4 2022 in Review

Personal Capital Advisors increased its PPL Corp (PPL) stake by 2.5% in Q4 2022, buying an estimated $1.23M and bringing the position to 1,856,163 shares worth $54.2M. The position accounts for 0.26% of the portfolio, ranked #89.

Personal Capital Advisors first reported a position in PPL in Q1 2017 and has held it in 24 quarters since. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2022.

  • Personal Capital Advisors held 1,856,163 shares of PPL Corp worth $54.2M as of Q4 2022.
  • Personal Capital Advisors bought 44,761 PPL Corp shares in Q4 2022, an estimated $1.23M.
  • PPL Corp made up 0.26% of Personal Capital Advisors's portfolio in Q4 2022, its #89 holding.
  • Personal Capital Advisors first reported a position in PPL Corp in Q1 2017 and has held it in 24 quarters since.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.