YIM
PPL

Yoffe Investment Management’s PPL Corp PPL Stock Holding History

Yoffe 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 		$367K Hold
10,100
– – 0.42% 80
2026
Q1 		$386K Hold
10,100
– – 0.49% 74
2025
Q4 		$354K Hold
10,100
– – 0.45% 80
2025
Q3 		$375K Hold
10,100
– – 0.49% 75
2025
Q2 		$342K Hold
10,100
– – 0.47% 78
2025
Q1 		$365K Hold
10,100
– – 0.54% 71
2024
Q4 		$328K Buy
+10,100
New +$333K 0.49% 78

Other funds holding PPL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

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

Yoffe Investment Management held its PPL Corp (PPL) position steady in Q2 2026 at 10,100 shares worth $367K. The position accounts for 0.42% of the portfolio, ranked #80.

Yoffe Investment Management first reported a position in PPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q1 2026. 126 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Yoffe Investment Management held 10,100 shares of PPL Corp worth $367K as of Q2 2026.
  • Yoffe Investment Management left its PPL Corp share count unchanged in Q2 2026.
  • PPL Corp made up 0.42% of Yoffe Investment Management's portfolio in Q2 2026, its #80 holding.
  • Yoffe Investment Management first reported a position in PPL Corp in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's PPL Corp position peaked at $386K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.