Semmax Financial Advisors’s PPL Corp PPL Stock Holding History

Semmax Financial 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 Q2	$25.7K	Buy	+707	New	+$24.6K	0.01%	210
2022 Q4	$2K	Hold	67	–	–	﹤0.01%	234
2022 Q3	$2K	Hold	67	–	–	﹤0.01%	222
2022 Q2	$2K	Hold	67	–	–	﹤0.01%	221
2022 Q1	$2K	Hold	67	–	–	﹤0.01%	246
2021 Q4	$2K	Hold	67	–	–	﹤0.01%	233
2021 Q3	$2K	Hold	67	–	–	﹤0.01%	225
2021 Q2	$2K	Hold	67	–	–	﹤0.01%	223
2021 Q1	$2K	Sell	67 -42	-39%	-$1.18K	﹤0.01%	239
2020 Q4	$3K	Hold	109	–	–	﹤0.01%	199
2020 Q3	$3K	Sell	109 -350	-76%	-$9.44K	﹤0.01%	193
2020 Q2	$12K	Sell	459 -43	-9%	-$1.12K	0.01%	150
2020 Q1	$12K	Buy	502 +350	+230%	+$11.3K	0.01%	147
2019 Q4	$5K	Hold	152	–	–	﹤0.01%	213
2019 Q3	$5K	Hold	152	–	–	﹤0.01%	211
2019 Q2	$5K	Sell	152 -24,830	-99%	-$770K	﹤0.01%	224
2019 Q1	$793K	Sell	24,982 -10,742	-30%	-$334K	0.55%	49
2018 Q4	$1.01M	Buy	+35,724	New	+$1.09M	0.79%	30

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return