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 $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return