SFG
PPL

Steward Financial Group’s PPL Corp PPL Stock Holding History

Steward Financial Group’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
2023
Q3 		$7K Buy
+304
New +$7.86K ﹤0.01% 509
2023
Q2 		– Sell
-497
Closed -$13K – 865
2023
Q1 		$13K Buy
497
+85
+21% +$2.41K ﹤0.01% 168
2022
Q4 		$12K Buy
+412
New +$11.3K 0.01% 134
2022
Q3 		– Sell
-420
Closed -$11K – 1004
2022
Q2 		$11K Buy
+420
New +$12.1K 0.01% 229

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's PPL Position: Q3 2023 in Review

Steward Financial Group opened a new position in PPL Corp (PPL) in Q3 2023: 304 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PPL as recently as Q1 2023.

Steward Financial Group first reported a position in PPL in Q2 2022 and has held it in 4 quarters since. The position peaked at $13K in Q1 2023. 748 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

  • Steward Financial Group held 304 shares of PPL Corp worth $7K as of Q3 2023.
  • PPL Corp was a new Steward Financial Group position in Q3 2023.
  • PPL Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #509 holding.
  • Steward Financial Group first reported a position in PPL Corp in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's PPL Corp position peaked at $13K in Q1 2023.
  • 748 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.