SPIS
PPL

Steward Partners Investment Solutions’s PPL Corp PPL Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$406K Buy
14,759
+47
+0.3% +$1.25K 0.07% 177
2023
Q4 		$399K Buy
+14,712
New +$373K 0.17% 102

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Steward Partners Investment Solutions's PPL Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its PPL Corp (PPL) stake by 0.32% in Q1 2024, buying an estimated $1.25K and bringing the position to 14,759 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #177.

Steward Partners Investment Solutions first reported a position in PPL in Q4 2023 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • Steward Partners Investment Solutions held 14,759 shares of PPL Corp worth $406K as of Q1 2024.
  • Steward Partners Investment Solutions bought 47 PPL Corp shares in Q1 2024, an estimated $1.25K.
  • PPL Corp made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #177 holding.
  • Steward Partners Investment Solutions first reported a position in PPL Corp in Q4 2023 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.