RBA
PPL

Richard Bernstein Advisors’s PPL Corp PPL Stock Holding History

Richard Bernstein 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
2026
Q1 		– Sell
-60,958
Closed -$2.13M – 249
2025
Q4 		$2.13M Sell
60,958
-6,687
-10% -$241K 0.06% 61
2025
Q3 		$2.51M Sell
67,645
-73,444
-52% -$2.64M 0.07% 63
2025
Q2 		$4.78M Buy
+141,089
New +$4.91M 0.12% 72
2023
Q3 		– Sell
-82,821
Closed -$2.19M – 236
2023
Q2 		$2.19M Buy
82,821
+46,590
+129% +$1.28M 0.05% 147
2023
Q1 		$1.01M Hold
36,231
– – 0.02% 187
2022
Q4 		$1.06M Buy
+36,231
New +$996K 0.02% 183
2014
Q2 		– Sell
-29,370
Closed -$907K – 266
2014
Q1 		$907K Hold
29,370
– – 0.13% 193
2013
Q4 		$823K Hold
29,370
– – 0.17% 194
2013
Q3 		$831K Hold
29,370
– – 0.25% 146
2013
Q2 		$828K Buy
+29,370
New +$849K 0.27% 124

Other funds holding PPL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return