Synergy Asset Management’s PPL Corp PPL Stock Holding History

Synergy Asset Management’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 Q1	–	Sell	-1	Closed	-$24	–	646
2024 Q4	$24	Buy	+1	New	+$33	﹤0.01%	871

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Synergy Asset Management's PPL Position: Q1 2025 in Review

Synergy Asset Management sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 1 share — an estimated $24 sold.

Synergy Asset Management first reported a position in PPL in Q4 2024 and held it in 1 quarter. The position peaked at $24 in Q4 2024. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

Synergy Asset Management reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 1 PPL Corp share in Q1 2025, an estimated $24.
Synergy Asset Management first reported a position in PPL Corp in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's PPL Corp position peaked at $24 in Q4 2024.
907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.