SS
PPL

Sunbelt Securities’s PPL Corp PPL Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-1,700
Closed -$55.2K – 2828
2025
Q2 		$55.2K Buy
+1,700
New +$59.2K ﹤0.01% 913
2025
Q1 		– Sell
-1,700
Closed -$55.1K – 1879
2024
Q4 		$55.1K Hold
1,700
– – ﹤0.01% 911
2024
Q3 		$56.2K Hold
1,700
– – 0.01% 916
2024
Q2 		$47K Hold
1,700
– – ﹤0.01% 918
2024
Q1 		$46.8K Sell
1,700
-3,323
-66% -$88.4K 0.01% 886
2023
Q4 		$136K Buy
5,023
+31
+0.6% +$786 0.02% 592
2023
Q3 		$118K Sell
4,992
-1,672
-25% -$43.2K 0.02% 612
2023
Q2 		$176K Buy
6,664
+26
+0.4% +$717 0.03% 497
2023
Q1 		$183K Buy
+6,638
New +$188K 0.03% 452
2020
Q1 		– Sell
-45,685
Closed -$1.64M – 590
2019
Q4 		$1.64M Buy
45,685
+1,842
+4% +$61.7K 0.17% 124
2019
Q3 		$1.38M Buy
+43,843
New +$1.33M 0.15% 140

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return