AllSquare Wealth Management’s PPL Corp PPL Stock Holding History

AllSquare 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
2025 Q3	$46.2K	Hold	1,243	–	–	0.02%	242
2025 Q2	$42.1K	Hold	1,243	–	–	0.02%	242
2025 Q1	$44.9K	Buy	+1,243	New	+$42.1K	0.03%	220
2018 Q1	–	Sell	-400	Closed	-$12K	–	415
2017 Q4	$12K	Hold	400	–	–	0.01%	273
2017 Q3	$15K	Hold	400	–	–	0.01%	248
2017 Q2	$15K	Hold	400	–	–	0.02%	123
2017 Q1	$15K	Hold	400	–	–	0.01%	236
2016 Q4	$14K	Hold	400	–	–	0.01%	215
2016 Q3	$14K	Hold	400	–	–	0.01%	204
2016 Q2	$15K	Hold	400	–	–	0.01%	191
2016 Q1	$15K	Hold	400	–	–	0.01%	188
2015 Q4	$14K	Hold	400	–	–	0.01%	195
2015 Q3	$13K	Hold	400	–	–	0.01%	205
2015 Q2	$12K	Buy	+400	New	+$12.5K	0.01%	217

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllSquare Wealth Management's PPL Position: Q3 2025 in Review

AllSquare Wealth Management held its PPL Corp (PPL) position steady in Q3 2025 at 1,243 shares worth $46.2K. The position accounts for 0.02% of the portfolio, ranked #242.

AllSquare Wealth Management first reported a position in PPL in Q2 2015 and has held it in 14 quarters since. 927 funds tracked by Wall St. Rank hold PPL as of Q3 2025.

AllSquare Wealth Management held 1,243 shares of PPL Corp worth $46.2K as of Q3 2025.
AllSquare Wealth Management left its PPL Corp share count unchanged in Q3 2025.
PPL Corp made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #242 holding.
AllSquare Wealth Management first reported a position in PPL Corp in Q2 2015 and has held it in 14 quarters since.
927 funds tracked by Wall St. Rank held PPL Corp as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.