AWS
PPL

Atria Wealth Solutions’s PPL Corp PPL Stock Holding History

Atria Wealth Solutions’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
Q2 		$512K Sell
14,975
-5,812
-28% -$202K 0.01% 901
2025
Q1 		$756K Buy
20,787
+960
+5% +$32.6K 0.01% 995
2024
Q4 		$649K Buy
19,827
+2,215
+13% +$72.9K 0.01% 1125
2024
Q3 		$587K Buy
17,612
+5,009
+40% +$153K 0.01% 1161
2024
Q2 		$352K Sell
12,603
-89
-0.7% -$2.5K ﹤0.01% 1419
2024
Q1 		$353K Buy
12,692
+36
+0.3% +$958 ﹤0.01% 1452
2023
Q4 		$344K Sell
12,656
-427
-3% -$10.8K ﹤0.01% 1408
2023
Q3 		$309K Buy
13,083
+1,487
+13% +$38.5K ﹤0.01% 1401
2023
Q2 		$310K Sell
11,596
-2,313
-17% -$63.8K ﹤0.01% 1417
2023
Q1 		$390K Sell
13,909
-5,988
-30% -$170K 0.01% 1279
2022
Q4 		$586K Sell
19,897
-2,138
-10% -$58.8K 0.01% 996
2022
Q3 		$564K Sell
22,035
-2,166
-9% -$62K 0.01% 961
2022
Q2 		$662K Buy
24,201
+646
+3% +$18.5K 0.01% 854
2022
Q1 		$677K Buy
+23,555
New +$664K 0.01% 913

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's PPL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PPL Corp (PPL) stake by 28% in Q2 2025, selling an estimated $202K and leaving 14,975 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #901.

Atria Wealth Solutions first reported a position in PPL in Q1 2022 and has held it in 14 quarters since. The position peaked at $756K in Q1 2025. 894 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Atria Wealth Solutions held 14,975 shares of PPL Corp worth $512K as of Q2 2025.
  • Atria Wealth Solutions sold 5,812 PPL Corp shares in Q2 2025, an estimated $202K.
  • PPL Corp made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #901 holding.
  • Atria Wealth Solutions first reported a position in PPL Corp in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's PPL Corp position peaked at $756K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.