SIA
PPL

Sit Investment Associates’s PPL Corp PPL Stock Holding History

Sit Investment Associates’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 		$9.73M Buy
267,665
+16,125
+6% +$596K 0.18% 136
2026
Q1 		$9.61M Sell
251,540
-13,485
-5% -$497K 0.2% 135
2025
Q4 		$9.28M Sell
265,025
-71,884
-21% -$2.59M 0.18% 141
2025
Q3 		$12.5M Sell
336,909
-15,477
-4% -$556K 0.25% 91
2025
Q2 		$11.9M Buy
352,386
+19,771
+6% +$688K 0.25% 97
2025
Q1 		$12M Sell
332,615
-29,835
-8% -$1.01M 0.28% 97
2024
Q4 		$11.8M Buy
362,450
+4,385
+1% +$144K 0.27% 100
2024
Q3 		$11.8M Sell
358,065
-20,775
-5% -$636K 0.26% 105
2024
Q2 		$10.5M Buy
378,840
+36,275
+11% +$1.02M 0.24% 121
2024
Q1 		$9.43M Sell
342,565
-71,810
-17% -$1.91M 0.22% 145
2023
Q4 		$11.2M Buy
414,375
+16,825
+4% +$427K 0.28% 110
2023
Q3 		$9.37M Buy
397,550
+75,000
+23% +$1.94M 0.26% 121
2023
Q2 		$8.54M Buy
+322,550
New +$8.89M 0.22% 136

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sit Investment Associates's PPL Position: Q2 2026 in Review

Sit Investment Associates increased its PPL Corp (PPL) stake by 6.4% in Q2 2026, buying an estimated $596K and bringing the position to 267,665 shares worth $9.73M. The position accounts for 0.18% of the portfolio, ranked #136.

Sit Investment Associates first reported a position in PPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Sit Investment Associates held 267,665 shares of PPL Corp worth $9.73M as of Q2 2026.
  • Sit Investment Associates bought 16,125 PPL Corp shares in Q2 2026, an estimated $596K.
  • PPL Corp made up 0.18% of Sit Investment Associates's portfolio in Q2 2026, its #136 holding.
  • Sit Investment Associates first reported a position in PPL Corp in Q2 2023 and has held it in 13 quarters since.
  • Sit Investment Associates's PPL Corp position peaked at $12.5M in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.