Pine Valley Investments’s PPL Corp PPL Stock Holding History

Pine Valley Investments’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	$223K	Buy	6,131 +195	+3%	+$7.2K	0.01%	553
2026 Q1	$227K	Hold	5,936	–	–	0.01%	514
2025 Q4	$208K	Sell	5,936 -265	-4%	-$9.55K	0.01%	523
2025 Q3	$231K	Hold	6,201	–	–	0.01%	499
2025 Q2	$210K	Sell	6,201 -1,156	-16%	-$40.2K	0.01%	503
2025 Q1	$266K	Buy	7,357 +545	+8%	+$18.5K	0.02%	440
2024 Q4	$221K	Hold	6,812	–	–	0.01%	477
2024 Q3	$225K	Buy	+6,812	New	+$208K	0.01%	464
2024 Q1	–	Sell	-7,544	Closed	-$204K	–	518
2023 Q4	$204K	Sell	7,544 -11,060	-59%	-$281K	0.01%	458
2023 Q3	$438K	Buy	+18,604	New	+$481K	0.04%	311

Other funds holding PPL

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BAM

Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pine Valley Investments's PPL Position: Q2 2026 in Review

Pine Valley Investments increased its PPL Corp (PPL) stake by 3.3% in Q2 2026, buying an estimated $7.2K and bringing the position to 6,131 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #553.

Pine Valley Investments first reported a position in PPL in Q3 2023 and has held it in 10 quarters since. The position peaked at $438K in Q3 2023. 488 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Pine Valley Investments held 6,131 shares of PPL Corp worth $223K as of Q2 2026.
Pine Valley Investments bought 195 PPL Corp shares in Q2 2026, an estimated $7.2K.
PPL Corp made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #553 holding.
Pine Valley Investments first reported a position in PPL Corp in Q3 2023 and has held it in 10 quarters since.
Pine Valley Investments's PPL Corp position peaked at $438K in Q3 2023.
488 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.