SIA
PPL

Schechter Investment Advisors’s PPL Corp PPL Stock Holding History

Schechter Investment 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
2025
Q1 		$779K Buy
21,567
+3,803
+21% +$129K 0.06% 272
2024
Q4 		$577K Buy
+17,764
New +$585K 0.04% 359

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Schechter Investment Advisors's PPL Position: Q1 2025 in Review

Schechter Investment Advisors increased its PPL Corp (PPL) stake by 21% in Q1 2025, buying an estimated $129K and bringing the position to 21,567 shares worth $779K. The position accounts for 0.06% of the portfolio, ranked #272.

Schechter Investment Advisors first reported a position in PPL in Q4 2024 and has held it in 2 quarters since. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Schechter Investment Advisors held 21,567 shares of PPL Corp worth $779K as of Q1 2025.
  • Schechter Investment Advisors bought 3,803 PPL Corp shares in Q1 2025, an estimated $129K.
  • PPL Corp made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #272 holding.
  • Schechter Investment Advisors first reported a position in PPL Corp in Q4 2024 and has held it in 2 quarters since.
  • 907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.