WJWM
PPL

Williams Jones Wealth Management’s PPL Corp PPL Stock Holding History

Williams Jones Wealth 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 		$1.31M Buy
36,015
+3,081
+9% +$114K 0.01% 249
2026
Q1 		$1.26M Buy
32,934
+519
+2% +$19.1K 0.02% 238
2025
Q4 		$1.14M Buy
32,415
+2,468
+8% +$89K 0.01% 245
2025
Q3 		$1.11M Buy
29,947
+925
+3% +$33.2K 0.01% 239
2025
Q2 		$984K Buy
29,022
+3,900
+16% +$136K 0.01% 261
2025
Q1 		$907K Sell
25,122
-2,381
-9% -$80.7K 0.01% 253
2024
Q4 		$893K Buy
27,503
+2,800
+11% +$92.2K 0.01% 262
2024
Q3 		$817K Buy
24,703
+2,252
+10% +$68.9K 0.01% 284
2024
Q2 		$621K Buy
22,451
+5,500
+32% +$154K 0.01% 315
2024
Q1 		$467K Hold
16,951
– – 0.01% 366
2023
Q4 		$459K Buy
16,951
+520
+3% +$13.2K 0.01% 356
2023
Q3 		$387K Hold
16,431
– – 0.01% 380
2023
Q2 		$435K Sell
16,431
-1,259
-7% -$34.7K 0.01% 376
2023
Q1 		$492K Sell
17,690
-250
-1% -$7.08K 0.01% 371
2022
Q4 		$524K Sell
17,940
-78
-0.4% -$2.15K 0.01% 349
2022
Q3 		$457K Buy
18,018
+40
+0.2% +$1.15K 0.01% 367
2022
Q2 		$488K Buy
17,978
+3,419
+23% +$98.1K 0.01% 363
2022
Q1 		$416K Hold
14,559
– – 0.01% 374
2021
Q4 		$438K Hold
14,559
– – 0.01% 350
2021
Q3 		$406K Hold
14,559
– – 0.01% 347
2021
Q2 		$407K Sell
14,559
-13
-0.1% -$376 0.01% 350
2021
Q1 		$420K Sell
14,572
-287
-2% -$8.04K 0.01% 336
2020
Q4 		$419K Sell
14,859
-800
-5% -$22.7K 0.01% 313
2020
Q3 		$426K Sell
15,659
-479
-3% -$12.9K 0.01% 286
2020
Q2 		$417K Sell
16,138
-1,240
-7% -$32.3K 0.01% 281
2020
Q1 		$429K Sell
17,378
-200
-1% -$6.44K 0.01% 243
2019
Q4 		$631K Hold
17,578
– – 0.01% 249
2019
Q3 		$554K Buy
+17,578
New +$531K 0.01% 256

Other funds holding PPL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Williams Jones Wealth Management's PPL Position: Q2 2026 in Review

Williams Jones Wealth Management increased its PPL Corp (PPL) stake by 9.4% in Q2 2026, buying an estimated $114K and bringing the position to 36,015 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #249.

Williams Jones Wealth Management first reported a position in PPL in Q3 2019 and has held it in 28 quarters since. 488 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Williams Jones Wealth Management held 36,015 shares of PPL Corp worth $1.31M as of Q2 2026.
  • Williams Jones Wealth Management bought 3,081 PPL Corp shares in Q2 2026, an estimated $114K.
  • PPL Corp made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Williams Jones Wealth Management first reported a position in PPL Corp in Q3 2019 and has held it in 28 quarters since.
  • 488 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.