SGI
PPL

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
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

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

Summit Global Investments's PPL Position: Q2 2026 in Review

Summit Global Investments opened a new position in PPL Corp (PPL) in Q2 2026: 57,691 shares worth $2.1M. The stake represents 0.11% of the portfolio and ranks #89 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in PPL as recently as Q4 2023.

Summit Global Investments first reported a position in PPL in Q4 2016 and has held it in 15 quarters since. The position peaked at $6.71M in Q4 2022. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Summit Global Investments held 57,691 shares of PPL Corp worth $2.1M as of Q2 2026.
  • PPL Corp was a new Summit Global Investments position in Q2 2026.
  • PPL Corp made up 0.11% of Summit Global Investments's portfolio in Q2 2026, its #89 holding.
  • Summit Global Investments first reported a position in PPL Corp in Q4 2016 and has held it in 15 quarters since.
  • Summit Global Investments's PPL Corp position peaked at $6.71M in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.