Summit Global Investments
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Summit Global Investments’s PPL Corp PPL Stock Holding History

Summit Global Investments’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
Q3 		$1.93M Buy
58,721
+1,030
+2% +$35.9K 0.1% 114
2026
Q2 		$2.1M Buy
+57,691
New +$2.13M 0.11% 89
2024
Q1 		– Sell
-113,683
Closed -$3.08M – 580
2023
Q4 		$3.08M Buy
113,683
+1,810
+2% +$45.9K 0.2% 99
2023
Q3 		$2.64M Sell
111,873
-94,325
-46% -$2.44M 0.18% 111
2023
Q2 		$5.46M Sell
206,198
-6,586
-3% -$182K 0.36% 71
2023
Q1 		$5.91M Sell
212,784
-16,901
-7% -$479K 0.46% 55
2022
Q4 		$6.71M Buy
229,685
+2,024
+0.9% +$55.6K 0.57% 45
2022
Q3 		$5.77M Buy
227,661
+1,301
+0.6% +$37.2K 0.53% 51
2022
Q2 		$6.14M Buy
226,360
+1,984
+0.9% +$57K 0.54% 44
2022
Q1 		$6.41M Buy
+224,376
New +$6.33M 0.47% 58
2018
Q2 		– Sell
-78,670
Closed -$2.23M – 313
2018
Q1 		$2.23M Sell
78,670
-2,125
-3% -$63.3K 0.35% 61
2017
Q4 		$2.5M Sell
80,795
-62,109
-43% -$2.23M 0.39% 63
2017
Q3 		$5.42M Buy
142,904
+76,098
+114% +$2.94M 0.85% 41
2017
Q2 		$2.58M Buy
66,806
+5,274
+9% +$204K 0.77% 42
2017
Q1 		$2.3M Buy
61,532
+1,866
+3% +$66.7K 0.75% 43
2016
Q4 		$2.03M Buy
+59,666
New +$2M 0.74% 42

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Global Investments's PPL Position: Q3 2026 in Review

Summit Global Investments increased its PPL Corp (PPL) stake by 1.8% in Q3 2026, buying an estimated $35.9K and bringing the position to 58,721 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #114.

Summit Global Investments first reported a position in PPL in Q4 2016 and has held it in 16 quarters since. The position peaked at $6.71M in Q4 2022. 554 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Summit Global Investments held 58,721 shares of PPL Corp worth $1.93M as of Q3 2026.
  • Summit Global Investments bought 1,030 PPL Corp shares in Q3 2026, an estimated $35.9K.
  • PPL Corp made up 0.1% of Summit Global Investments's portfolio in Q3 2026, its #114 holding.
  • Summit Global Investments first reported a position in PPL Corp in Q4 2016 and has held it in 16 quarters since.
  • Summit Global Investments's PPL Corp position peaked at $6.71M in Q4 2022.
  • 554 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.