SIM
PPL

Synergy Investment Management’s PPL Corp PPL Stock Holding History

Synergy Investment 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
2026
Q2 		$2.62K Sell
72
-20
-22% -$739 ﹤0.01% 862
2026
Q1 		$3.51K Buy
+92
New +$3.39K ﹤0.01% 628
2025
Q2 		– Sell
-72
Closed -$2.6K – 435
2025
Q1 		$2.6K Hold
72
– – ﹤0.01% 520
2024
Q4 		$2.34K Buy
+72
New +$2.37K ﹤0.01% 558

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

Synergy Investment Management's PPL Position: Q2 2026 in Review

Synergy Investment Management reduced its PPL Corp (PPL) stake by 22% in Q2 2026, selling an estimated $739 and leaving 72 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Synergy Investment Management first reported a position in PPL in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.51K in Q1 2026. 1,033 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Synergy Investment Management held 72 shares of PPL Corp worth $2.62K as of Q2 2026.
  • Synergy Investment Management sold 20 PPL Corp shares in Q2 2026, an estimated $739.
  • PPL Corp made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #862 holding.
  • Synergy Investment Management first reported a position in PPL Corp in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's PPL Corp position peaked at $3.51K in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.