Plan Group Financial’s PPL Corp PPL Stock Holding History

Plan Group Financial’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 Q3	$3.41M	Buy	98,556 +17,223	+21%	+$601K	0.67%	48
2026 Q2	$2.96M	Buy	81,333 +10,923	+16%	+$404K	0.61%	59
2026 Q1	$2.69M	Buy	70,410 +7,373	+12%	+$272K	0.63%	54
2025 Q4	$2.21M	Buy	63,037 +5,235	+9%	+$189K	0.57%	54
2025 Q3	$2.15M	Buy	57,802 +8,006	+16%	+$288K	0.58%	59
2025 Q2	$1.69M	Buy	49,796 +6,378	+15%	+$222K	0.55%	61
2025 Q1	$1.57M	Buy	43,418 +13,478	+45%	+$457K	0.56%	48
2024 Q4	$972K	Buy	29,940 +3,362	+13%	+$111K	0.51%	47
2024 Q3	$879K	Buy	26,578 +2,982	+13%	+$91.2K	0.46%	51
2024 Q2	$652K	Buy	23,596 +12,544	+113%	+$352K	0.4%	54
2024 Q1	$304K	Buy	+11,052	New	+$294K	0.2%	71

Other funds holding PPL

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Plan Group Financial's PPL Position: Q3 2026 in Review

Plan Group Financial increased its PPL Corp (PPL) stake by 21% in Q3 2026, buying an estimated $601K and bringing the position to 98,556 shares worth $3.41M. The position accounts for 0.67% of the portfolio, ranked #48.

Plan Group Financial first reported a position in PPL in Q1 2024 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

Plan Group Financial held 98,556 shares of PPL Corp worth $3.41M as of Q3 2026.
Plan Group Financial bought 17,223 PPL Corp shares in Q3 2026, an estimated $601K.
PPL Corp made up 0.67% of Plan Group Financial's portfolio in Q3 2026, its #48 holding.
Plan Group Financial first reported a position in PPL Corp in Q1 2024 and has held it in 11 quarters since.
244 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.