RIL
PPL

Rothschild Investment LLC’s PPL Corp PPL Stock Holding History

Rothschild Investment LLC’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 		$2.79M Buy
76,691
+31,763
+71% +$1.17M 0.1% 188
2026
Q1 		$1.72M Buy
44,928
+2,190
+5% +$80.8K 0.09% 183
2025
Q4 		$1.5M Sell
42,738
-89
-0.2% -$3.21K 0.08% 191
2025
Q3 		$1.59M Sell
42,827
-2,600
-6% -$93.4K 0.09% 179
2025
Q2 		$1.54M Sell
45,427
-36
-0.1% -$1.25K 0.1% 169
2025
Q1 		$1.64M Sell
45,463
-37
-0.1% -$1.25K 0.11% 168
2024
Q4 		$1.48M Sell
45,500
-1,239
-3% -$40.8K 0.1% 181
2024
Q3 		$1.55M Sell
46,739
-1,071
-2% -$32.8K 0.1% 171
2024
Q2 		$1.32M Buy
47,810
+72
+0.2% +$2.02K 0.09% 186
2024
Q1 		$1.31M Buy
47,738
+3,085
+7% +$82.1K 0.1% 185
2023
Q4 		$1.21M Sell
44,653
-9,960
-18% -$253K 0.1% 166
2023
Q3 		$1.29M Sell
54,613
-3,145
-5% -$81.3K 0.11% 174
2023
Q2 		$1.53M Buy
57,758
+653
+1% +$18K 0.13% 153
2023
Q1 		$1.59M Buy
57,105
+5
+0% +$142 0.14% 148
2022
Q4 		$1.67M Hold
57,100
– – 0.15% 141
2022
Q3 		$1.45M Hold
57,100
– – 0.14% 152
2022
Q2 		$1.55M Hold
57,100
– – 0.14% 149
2022
Q1 		$1.63M Hold
57,100
– – 0.13% 158
2021
Q4 		$1.72M Sell
57,100
-1,300
-2% -$37.5K 0.13% 153
2021
Q3 		$1.63M Hold
58,400
– – 0.14% 156
2021
Q2 		$1.63M Sell
58,400
-73
-0.1% -$2.11K 0.13% 162
2021
Q1 		$1.69M Buy
58,473
+3,673
+7% +$103K 0.15% 149
2020
Q4 		$1.54M Hold
54,800
– – 0.15% 141
2020
Q3 		$1.49M Buy
54,800
+2,500
+5% +$67.4K 0.16% 132
2020
Q2 		$1.35M Hold
52,300
– – 0.16% 132
2020
Q1 		$1.29M Buy
52,300
+400
+0.8% +$12.9K 0.17% 137
2019
Q4 		$1.86M Buy
51,900
+16,400
+46% +$550K 0.19% 131
2019
Q3 		$1.12M Buy
35,500
+1,800
+5% +$54.4K 0.13% 153
2019
Q2 		$1.04M Buy
33,700
+4,800
+17% +$149K 0.12% 165
2019
Q1 		$917K Hold
28,900
– – 0.11% 181
2018
Q4 		$819K Sell
28,900
-2,000
-6% -$60.8K 0.11% 168
2018
Q3 		$904K Buy
30,900
+6,650
+27% +$194K 0.11% 175
2018
Q2 		$692K Buy
24,250
+4,300
+22% +$119K 0.09% 199
2018
Q1 		$564K Buy
19,950
+6,700
+51% +$200K 0.07% 228
2017
Q4 		$410K Buy
13,250
+3,350
+34% +$120K 0.04% 293
2017
Q3 		$376K Buy
9,900
+2,500
+34% +$96.7K 0.04% 309
2017
Q2 		$286K Hold
7,400
– – 0.03% 368
2017
Q1 		$277K Hold
7,400
– – 0.03% 368
2016
Q4 		$252K Buy
+7,400
New +$248K 0.03% 373
2014
Q4 		– Sell
-16,749
Closed -$512K – 509
2014
Q3 		$512K Hold
16,749
– – 0.06% 295
2014
Q2 		$554K Hold
16,749
– – 0.07% 251
2014
Q1 		$517K Hold
16,749
– – 0.07% 263
2013
Q4 		$469K Hold
16,749
– – 0.06% 278
2013
Q3 		$474K Hold
16,749
– – 0.07% 259
2013
Q2 		$472K Buy
+16,749
New +$484K 0.08% 239

Other funds holding PPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's PPL Position: Q2 2026 in Review

Rothschild Investment LLC increased its PPL Corp (PPL) stake by 71% in Q2 2026, buying an estimated $1.17M and bringing the position to 76,691 shares worth $2.79M. The position accounts for 0.1% of the portfolio, ranked #188.

Rothschild Investment LLC first reported a position in PPL in Q2 2013 and has held it in 45 quarters since. 515 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Rothschild Investment LLC held 76,691 shares of PPL Corp worth $2.79M as of Q2 2026.
  • Rothschild Investment LLC bought 31,763 PPL Corp shares in Q2 2026, an estimated $1.17M.
  • PPL Corp made up 0.1% of Rothschild Investment LLC's portfolio in Q2 2026, its #188 holding.
  • Rothschild Investment LLC first reported a position in PPL Corp in Q2 2013 and has held it in 45 quarters since.
  • 515 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.