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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richard Bernstein Advisors's PPL Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 60,958 shares — an estimated $2.13M sold.

Richard Bernstein Advisors first reported a position in PPL in Q2 2013 and held it in 10 quarters. The position peaked at $4.78M in Q2 2025. 993 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

Richard Bernstein Advisors reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
Richard Bernstein Advisors sold 60,958 PPL Corp shares in Q1 2026, an estimated $2.13M.
Richard Bernstein Advisors first reported a position in PPL Corp in Q2 2013 and held it in 10 quarters.
Richard Bernstein Advisors's PPL Corp position peaked at $4.78M in Q2 2025.
993 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.