AWM
PPL

Athena Wealth Management’s PPL Corp PPL Stock Holding History

Athena 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 		– Sell
-18,396
Closed -$703K – 120
2026
Q1 		$703K Buy
18,396
+5,064
+38% +$187K 0.57% 46
2025
Q4 		$467K Buy
+13,332
New +$481K 0.45% 52

Other funds holding PPL

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Athena Wealth Management's PPL Position: Q2 2026 in Review

Athena Wealth Management sold out of PPL Corp (PPL) in Q2 2026, closing a stake of 18,396 shares — an estimated $703K sold.

Athena Wealth Management first reported a position in PPL in Q4 2025 and held it in 2 quarters. The position peaked at $703K in Q1 2026. 208 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Athena Wealth Management reported no remaining PPL Corp position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 18,396 PPL Corp shares in Q2 2026, an estimated $703K.
  • Athena Wealth Management first reported a position in PPL Corp in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's PPL Corp position peaked at $703K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.