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U.S. Global Investors (USGI)’s PPL Corp PPL Stock Holding History

U.S. Global Investors (USGI)’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
Q4 		– Sell
-5,000
Closed -$186K – 153
2025
Q3 		$186K Hold
5,000
– – 0.02% 121
2025
Q2 		$169K Buy
+5,000
New +$174K 0.02% 116
2013
Q3 		– Sell
-4,295
Closed -$121K – 343
2013
Q2 		$121K Buy
+4,295
New +$124K 0.02% 266

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

U.S. Global Investors (USGI)'s PPL Position: Q4 2025 in Review

U.S. Global Investors (USGI) sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 5,000 shares — an estimated $186K sold.

U.S. Global Investors (USGI) first reported a position in PPL in Q2 2013 and held it in 3 quarters. The position peaked at $186K in Q3 2025. 970 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • U.S. Global Investors (USGI) reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 5,000 PPL Corp shares in Q4 2025, an estimated $186K.
  • U.S. Global Investors (USGI) first reported a position in PPL Corp in Q2 2013 and held it in 3 quarters.
  • U.S. Global Investors (USGI)'s PPL Corp position peaked at $186K in Q3 2025.
  • 970 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2025, filed 28 Jan 2026.