AWM
PPL

Aviso Wealth Management’s PPL Corp PPL Stock Holding History

Aviso 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
Q4 		– Sell
-8,038
Closed -$299K – 149
2025
Q3 		$299K Buy
8,038
+32
+0.4% +$1.15K 0.13% 112
2025
Q2 		$271K Buy
8,006
+79
+1% +$2.75K 0.13% 121
2025
Q1 		$286K Buy
7,927
+31
+0.4% +$1.05K 0.15% 116
2024
Q4 		$256K Buy
+7,896
New +$260K 0.13% 124

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Aviso Wealth Management's PPL Position: Q4 2025 in Review

Aviso Wealth Management sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 8,038 shares — an estimated $299K sold.

Aviso Wealth Management first reported a position in PPL in Q4 2024 and held it in 4 quarters. The position peaked at $299K in Q3 2025. 970 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • Aviso Wealth Management reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 8,038 PPL Corp shares in Q4 2025, an estimated $299K.
  • Aviso Wealth Management first reported a position in PPL Corp in Q4 2024 and held it in 4 quarters.
  • Aviso Wealth Management's PPL Corp position peaked at $299K in Q3 2025.
  • 970 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Aviso Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.