APP
PPL

Avantax Planning Partners’s PPL Corp PPL Stock Holding History

Avantax Planning Partners’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 		– Sell
-5,941
Closed -$201K – 452
2025
Q2 		$201K Sell
5,941
-6
-0.1% -$209 0.01% 430
2025
Q1 		$215K Sell
5,947
-713
-11% -$24.2K 0.01% 400
2024
Q4 		$216K Hold
6,660
– – 0.01% 403
2024
Q3 		$220K Sell
6,660
-2,274
-25% -$69.6K 0.01% 404
2024
Q2 		$247K Hold
8,934
– – 0.01% 399
2024
Q1 		$246K Buy
+8,934
New +$238K 0.01% 402
2019
Q4 		– Sell
-7,918
Closed -$249K – 318
2019
Q3 		$249K Sell
7,918
-164
-2% -$4.96K 0.02% 261
2019
Q2 		$251K Sell
8,082
-509
-6% -$15.8K 0.02% 259
2019
Q1 		$273K Buy
8,591
+48
+0.6% +$1.49K 0.02% 240
2018
Q4 		$242K Buy
8,543
+467
+6% +$14.2K 0.02% 228
2018
Q3 		$236K Sell
8,076
-200
-2% -$5.84K 0.02% 224
2018
Q2 		$236K Sell
8,276
-426
-5% -$11.8K 0.02% 213
2018
Q1 		$246K Sell
8,702
-101
-1% -$3.01K 0.02% 265
2017
Q4 		$272K Sell
8,803
-4,232
-32% -$152K 0.02% 239
2017
Q3 		$495K Buy
13,035
+8
+0.1% +$309 0.04% 210
2017
Q2 		$504K Buy
13,027
+137
+1% +$5.3K 0.04% 191
2017
Q1 		$482K Buy
12,890
+108
+0.8% +$3.86K 0.04% 182
2016
Q4 		$435K Buy
+12,782
New +$429K 0.05% 178

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avantax Planning Partners's PPL Position: Q3 2025 in Review

Avantax Planning Partners sold out of PPL Corp (PPL) in Q3 2025, closing a stake of 5,941 shares — an estimated $201K sold.

Avantax Planning Partners first reported a position in PPL in Q4 2016 and held it in 18 quarters. The position peaked at $504K in Q2 2017. 927 funds tracked by Wall St. Rank hold PPL as of Q3 2025.

  • Avantax Planning Partners reported no remaining PPL Corp position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 5,941 PPL Corp shares in Q3 2025, an estimated $201K.
  • Avantax Planning Partners first reported a position in PPL Corp in Q4 2016 and held it in 18 quarters.
  • Avantax Planning Partners's PPL Corp position peaked at $504K in Q2 2017.
  • 927 funds tracked by Wall St. Rank held PPL Corp as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.