PPL

PPL • NYSE

PPL is a regulated electric company in the utilities sector on NYSE, led by Vincent Sorgi, with a market cap of $25.3B. As of Q3 2025, 87% of shares are held by 900 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.08%.

President and Chief Executive OfficerVincent Sorgi

Market Cap$25.3B

Regulated Electric

Utilities

Employees6.6K

Websitepplweb.com

Country

United States of America

Overview

Overview of institutional ownership in PPL as of Q3 2025 with a market cap of $27.5B

All Institutions

Institutions: 900
Value Held: $24.0B
Shares Held: 645.0M
Avg Position: $26.6M
Median Position: $589.0K

Hedge Funds

Hedge Funds: 45
Value Held: $515.5M
Shares Held: 13.9M
Avg Position: $11.5M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

85.39%

$23.5B

Hedge Funds

1.88%

$515.5M

Retail & Other

12.74%

$3.5B

Based on market cap of $27.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PPL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.3B 0.05% of portfolio	12.08% 89.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$2.3B 0.04% of portfolio	8.19% 60.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$1.5B 0.39% of portfolio	5.60% 41.4M shares	≤ Q2 2013 Held for 12y 5m+	$395.56B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.4B 0.05% of portfolio	5.13% 37.9M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$1.3B 0.83% of portfolio	4.86% 36.0M shares	Q3 2025 Held for 2 months	$161.58B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Edmund Wellington Iii President	$1.2B 0.21% of portfolio	4.33% 32.0M shares	Q1 2019 Held for 6y 8m	$571.21B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$1.2B 0.18% of portfolio	4.22% 31.2M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$702.7M 0.04% of portfolio	2.56% 18.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$700.1M 0.04% of portfolio	2.56% 18.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$566.2M 0.04% of portfolio	2.06% 15.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T

Net Capital Flow

Institutional buying and selling activity for PPL in Q3 2025

Net Flow: +$382.4M
Buyers: 357
Sellers: 359
Total Bought: +$1.3B
Total Sold: −$938.7M
Avg Position: $25.7M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$418.3M +11.3M shares	$702.7M 18.9M shares
BARCLAYS PLC Institution	+$143.0M +3.8M shares	$267.3M 7.2M shares
FRANKLIN RESOURCES INC Institution	+$119.4M +3.2M shares	$1.5B 41.4M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$63.2M +1.7M shares	$1.2B 32.0M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	+$50.0M +1.3M shares	$50.0M 1.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$50.0M +1.3M shares	$566.2M 15.2M shares
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	+$39.3M +1.1M shares	$39.3M 1.1M shares
R ROYAL BANK OF CANADA Institution	+$30.7M +826.0K shares	$101.9M 2.7M shares
CBRE CLARION SECURITIES LLC Real Assets	+$27.4M +737.4K shares	$160.2M 4.3M shares
STATE STREET CORP Institution	+$21.2M +565.8K shares	$1.4B 37.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$116.9M −3.1M shares	$31.6M 849.3K shares
A Aventail Capital Group, LP Hedge Fund•Long/Short	−$81.8M −2.2M shares	$11.1M 300.0K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$72.6M −2.0M shares	$294.1M 7.9M shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$68.7M −1.8M shares	$23.3M 626.1K shares
VANGUARD GROUP INC Institution	−$62.9M −1.7M shares	$3.3B 89.4M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$39.2M −1.1M shares	$273.4M 7.4M shares
Q Qube Research & Technologies Ltd Institution	−$28.4M −838.5K shares	Sold Off 0 shares
GQG Partners LLC Long Only Manager	−$25.3M −680.7K shares	$190.3M 5.1M shares
D D. E. Shaw & Co., Inc. Institution	−$21.9M −589.4K shares	$576.1K 15.5K shares
Trexquant Investment LP Hedge Fund•Quant	−$20.9M −618.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PPL in Q3 2025

New Positions: 45
New Value: $1.3B
Exited Positions: 65
Exited Value: $139.2M

New Positions

Institution	Position Value
T T. Rowe Price Investment Management, Inc. Insurance Manager	$1.3B 36.0M shares
T Taikang Asset Management Co Ltd Institution	$6.3M 168.5K shares
IMC-Chicago, LLC RIA/Wealth	$1.7M 45.5K shares
Retirement Planning Group RIA/Wealth	$649.1K 17.5K shares
F Fieldview Capital Management, LLC Hedge Fund•Long/Short	$383.0K 10.3K shares
Marathon Strategic Advisors, LLC RIA/Wealth	$342.0K 9.2K shares
LEIGH BALDWIN & CO., LLC RIA/Wealth	$309.6K 5.5K shares
TERRIL BROTHERS, INC. RIA/Wealth	$309.5K 8.3K shares
Savvy Advisors, Inc. RIA/Wealth	$293.6K 7.9K shares
Aaron Wealth Advisors LLC RIA/Wealth	$275.4K 7.4K shares

Exited Positions

Institution	Previous Position
Q Qube Research & Technologies Ltd Institution	$28.4M 838.5K shares
Trexquant Investment LP Hedge Fund•Quant	$20.9M 618.0K shares
P PineBridge Investments Ltd Institution	$13.0M 384.5K shares
BTG Pactual Asset Management US LLC Hedge Fund•Multi-Strategy	$10.0M 294.1K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$6.5M 193.2K shares
M Man Group plc Institution	$6.4M 188.5K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$4.8M 142.7K shares
Y Y-Intercept Ltd Institution	$4.6M 136.4K shares
A Ausbil Investment Management Ltd Long Only Manager	$4.3M 125.7K shares
G Gallo Partners, LP Hedge Fund•Sector	$4.2M 123.5K shares

Options Activity

Institutions with the largest Call and Put options positions in PPL as of Q3 2025

Call Positions: 20
Call Value: $68.6M
Put Positions: 17
Put Value: $66.6M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$23.7M 6.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.2M 1.9K contracts
P PEAK6 LLC Institution	$6.5M 1.7K contracts
Caption Management, LLC Hedge Fund•Long/Short	$5.4M 1.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.1M 1.4K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$2.9M 772.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$2.7M 725.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$2.5M 664.0 contracts
UBS Group AG Institution	$2.2M 586.0 contracts
GOLDMAN SACHS GROUP INC Institution	$2.1M 575.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$24.8M 6.7K contracts
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$12.5M 3.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.0M 2.2K contracts
J JANE STREET GROUP, LLC Institution	$4.3M 1.2K contracts
Walleye Trading LLC RIA/Wealth	$3.5M 938.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.4M 917.0 contracts
GOLDMAN SACHS GROUP INC Institution	$2.1M 575.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$1.9M 513.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.6M 437.0 contracts
UBS Group AG Institution	$1.5M 400.0 contracts

Most Committed Institutions

Institutions with PPL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Slocum, Gordon & Co LLP RIA/Wealth	Barclay Douglas Partner	4.76% $6.0M	0.02% 160.6K shares	Q4 2022 Held for 2y 11m	$125.4M
T Teilinger Capital Ltd. Institution	-	4.59% $4.3M	0.02% 115.0K shares	Q3 2025 Held for 2 months	$93.2M
Electron Capital Partners, LLC Hedge Fund•Long/Short	Ran Nmn Zhou Managing Partner	3.76% $83.1M	0.30% 2.2M shares	Q3 2023 Held for 2y 2m	$2.2B
R REAVES W H & CO INC Institution	-	2.87% $161.1M	0.59% 4.3M shares	Q2 2022 Held for 3y 5m	$5.6B
Amplify Investments, LLC ETF Provider	William Belden President	2.61% $100.4K	0.00% 2.7K shares	Q2 2025 Held for 5 months	$3.9M
Energy Income Partners, LLC Long Only Manager	James Jarvis Murchie CEO	2.39% $124.0M	0.45% 3.3M shares	Q4 2017 Held for 7y 11m	$5.2B
CBRE CLARION SECURITIES LLC Real Assets	Andrew Robert Glanzman CEO	2.29% $160.2M	0.58% 4.3M shares	Q2 2022 Held for 3y 5m	$7.0B
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	James Meyers Jampel Founder	2.13% $39.3M	0.14% 1.1M shares	Q4 2022 Held for 2y 11m	$1.8B
BERKSHIRE ASSET MANAGEMENT LLC/PA RIA/Wealth	Kenneth John Krogulski CEO	1.82% $43.0M	0.16% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.4B
Grandview Asset Management LLC RIA/Wealth	Bruce Alan Smith Owner	1.72% $6.1M	0.02% 164.1K shares	Q4 2018 Held for 6y 11m	$355.5M

Hedge Fund Spotlight

Discover hedge funds investing in PPL

CHESAPEAKE ASSET MANAGEMENT LLC

Hedge Fund • Long/Short

Portfolio ManagerRyan Adam Berman

Portfolio Value: $113.1M
Positions: 293
Last Reported: Q3 2025

Sector Allocation

Position in PPL

Market Value: $476.1K
Shares Held: 12.8K
Portfolio Weight: 0.42%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$11.8M	10.47%
2 Apple AAPL	Consumer Electronics Technology	$7.4M	6.54%
3 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$6.8M	5.98%