Ppl Cap Fdg shares owned by Wellesley Investment Advisors
Quarter-by-quarter ownership of Ppl Cap Fdg shares owned by Wellesley Investment Advisors
from 13F filings
Historical chart of Wellesley Investment Advisors investment in Ppl Cap Fdg
Tip: Access up to 7 years of quarterly data
All positions including Ppl Cap Fdg held by Wellesley Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ppl Cap Fdg by Wellesley Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16B | 14M | 1130.28 |
| 2025-06-30 | $17B | 16M | 1083.12 |
| 2025-03-31 | $17B | 15M | 1121.03 |
| 2024-12-31 | $18B | 17M | 1044.60 |
| 2024-09-30 | $28B | 27M | 1061.09 |
| 2024-06-30 | $29B | 30M | 962.07 |
| 2024-03-31 | $12B | 13M | 959.07 |
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