Whittier Trust’s PPL Corp PPL Stock Holding History

Whittier Trust’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	$17K	Buy	470 +78	+20%	+$2.88K	﹤0.01%	1067
2026 Q1	$15.2K	Buy	+392	New	+$14.5K	﹤0.01%	1054
2025 Q2	–	Sell	-500	Closed	-$18.1K	–	1545
2025 Q1	$18.1K	Hold	500	–	–	﹤0.01%	1123
2024 Q4	$16.2K	Buy	+500	New	+$16.5K	﹤0.01%	1157
2024 Q2	–	Sell	-4,600	Closed	-$127K	–	1576
2024 Q1	$127K	Hold	4,600	–	–	﹤0.01%	742
2023 Q4	$125K	Sell	4,600 -81	-2%	-$2.05K	﹤0.01%	728
2023 Q3	$110K	Buy	4,681 +81	+2%	+$2.1K	﹤0.01%	748
2023 Q2	$122K	Sell	4,600 -54	-1%	-$1.49K	﹤0.01%	733
2023 Q1	$129K	Hold	4,654	–	–	﹤0.01%	750
2022 Q4	$136K	Hold	4,654	–	–	﹤0.01%	734
2022 Q3	$118K	Sell	4,654 -180	-4%	-$5.15K	﹤0.01%	757
2022 Q2	$131K	Sell	4,834 -720	-13%	-$20.7K	﹤0.01%	733
2022 Q1	$159K	Sell	5,554 -175	-3%	-$4.94K	﹤0.01%	721
2021 Q4	$172K	Hold	5,729	–	–	﹤0.01%	701
2021 Q3	$160K	Hold	5,729	–	–	﹤0.01%	683
2021 Q2	$160K	Buy	5,729 +355	+7%	+$10.3K	﹤0.01%	699
2021 Q1	$155K	Hold	5,374	–	–	﹤0.01%	685
2020 Q4	$152K	Hold	5,374	–	–	﹤0.01%	641
2020 Q3	$146K	Hold	5,374	–	–	﹤0.01%	634
2020 Q2	$139K	Hold	5,374	–	–	﹤0.01%	615
2020 Q1	$133K	Hold	5,374	–	–	﹤0.01%	601
2019 Q4	$193K	Hold	5,374	–	–	0.01%	564
2019 Q3	$169K	Buy	5,374 +54	+1%	+$1.63K	﹤0.01%	579
2019 Q2	$165K	Sell	5,320 -85	-2%	-$2.63K	﹤0.01%	566
2019 Q1	$172K	Sell	5,405 -421	-7%	-$13.1K	0.01%	555
2018 Q4	$165K	Buy	5,826 +506	+10%	+$15.4K	0.01%	542
2018 Q3	$156K	Hold	5,320	–	–	﹤0.01%	552
2018 Q2	$152K	Sell	5,320 -300	-5%	-$8.31K	0.01%	546
2018 Q1	$159K	Buy	5,620 +300	+6%	+$8.93K	0.01%	551
2017 Q4	$165K	Hold	5,320	–	–	0.01%	529
2017 Q3	$202K	Hold	5,320	–	–	0.01%	486
2017 Q2	$206K	Sell	5,320 -300	-5%	-$11.6K	0.01%	468
2017 Q1	$210K	Hold	5,620	–	–	0.01%	459
2016 Q4	$191K	Hold	5,620	–	–	0.01%	477
2016 Q3	$194K	Hold	5,620	–	–	0.01%	460
2016 Q2	$212K	Buy	5,620 +300	+6%	+$11.4K	0.01%	444
2016 Q1	$202K	Hold	5,320	–	–	0.01%	449
2015 Q4	$182K	Hold	5,320	–	–	0.01%	480
2015 Q3	$175K	Hold	5,320	–	–	0.01%	471
2015 Q2	$157K	Sell	5,320 -392	-7%	-$12.3K	0.01%	514
2015 Q1	$179K	Hold	5,712	–	–	0.01%	482
2014 Q4	$193K	Hold	5,712	–	–	0.01%	447
2014 Q3	$175K	Hold	5,712	–	–	0.01%	450
2014 Q2	$189K	Sell	5,712 -13,184	-70%	-$416K	0.01%	445
2014 Q1	$583K	Hold	18,896	–	–	0.03%	306
2013 Q4	$530K	Hold	18,896	–	–	0.03%	313
2013 Q3	$534K	Hold	18,896	–	–	0.03%	319
2013 Q2	$532K	Buy	+18,896	New	+$546K	0.03%	314

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whittier Trust's PPL Position: Q2 2026 in Review

Whittier Trust increased its PPL Corp (PPL) stake by 20% in Q2 2026, buying an estimated $2.88K and bringing the position to 470 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Whittier Trust first reported a position in PPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $583K in Q1 2014. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Whittier Trust held 470 shares of PPL Corp worth $17K as of Q2 2026.
Whittier Trust bought 78 PPL Corp shares in Q2 2026, an estimated $2.88K.
PPL Corp made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1067 holding.
Whittier Trust first reported a position in PPL Corp in Q2 2013 and has held it in 48 quarters since.
Whittier Trust's PPL Corp position peaked at $583K in Q1 2014.
1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.