BRWA
PPL

B. Riley Wealth Advisors’s PPL Corp PPL Stock Holding History

B. Riley Wealth Advisors’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 		$218K Sell
5,944
-878
-13% -$32.4K 0.01% 739
2026
Q1 		$259K Buy
6,822
+13
+0.2% +$480 0.02% 622
2025
Q4 		$238K Buy
6,809
+44
+0.7% +$1.59K 0.01% 797
2025
Q3 		$251K Buy
6,765
+32
+0.5% +$1.15K 0.01% 790
2025
Q2 		$228K Buy
+6,733
New +$234K 0.01% 824
2024
Q4 		$810K Sell
24,750
-1,154
-4% -$38K 0.03% 524
2024
Q3 		$858K Sell
25,904
-10,459
-29% -$320K 0.02% 544
2024
Q2 		$1.01M Sell
36,363
-8,350
-19% -$234K 0.03% 538
2024
Q1 		$1.06M Buy
44,713
+6,331
+16% +$168K 0.03% 509
2023
Q4 		$1.05M Sell
38,382
-6,331
-14% -$161K 0.03% 510
2023
Q3 		$1.06M Buy
44,713
+2,985
+7% +$77.2K 0.03% 509
2023
Q2 		$1.11M Sell
41,728
-4,652
-10% -$128K 0.03% 530
2023
Q1 		$1.3M Buy
46,380
+15,209
+49% +$431K 0.03% 460
2022
Q4 		$917K Buy
31,171
+2,194
+8% +$60.3K 0.03% 566
2022
Q3 		$735K Buy
28,977
+11,946
+70% +$342K 0.02% 617
2022
Q2 		$463K Sell
17,031
-2,389
-12% -$68.6K 0.02% 691
2022
Q1 		$555K Sell
19,420
-32,924
-63% -$929K 0.02% 701
2021
Q4 		$1.57M Buy
52,344
+3,644
+7% +$105K 0.05% 407
2021
Q3 		$1.36M Buy
48,700
+1,850
+4% +$53.4K 0.04% 434
2021
Q2 		$1.31M Buy
46,850
+23,453
+100% +$678K 0.04% 440
2021
Q1 		$676K Buy
23,397
+4,232
+22% +$118K 0.02% 604
2020
Q4 		$541K Buy
19,165
+1,512
+9% +$42.9K 0.03% 517
2020
Q3 		$479K Buy
17,653
+4,341
+33% +$117K 0.03% 545
2020
Q2 		$346K Buy
13,312
+2,147
+19% +$55.9K 0.02% 583
2020
Q1 		$277K Sell
11,165
-4,022
-26% -$130K 0.02% 570
2019
Q4 		$546K Sell
15,187
-9,833
-39% -$330K 0.05% 406
2019
Q3 		$789K Buy
25,020
+4,730
+23% +$143K 0.08% 269
2019
Q2 		$631K Buy
20,290
+6,661
+49% +$206K 0.07% 294
2019
Q1 		$435K Buy
13,629
+1,023
+8% +$31.8K 0.05% 375
2018
Q4 		$358K Buy
12,606
+201
+2% +$6.11K 0.05% 389
2018
Q3 		$365K Buy
12,405
+2,113
+21% +$61.7K 0.04% 430
2018
Q2 		$295K Buy
+10,292
New +$285K 0.04% 471
2018
Q1 		– Sell
-7,095
Closed -$220K – 705
2017
Q4 		$220K Sell
7,095
-437
-6% -$15.7K 0.03% 552
2017
Q3 		$287K Buy
7,532
+1,544
+26% +$59.7K 0.05% 387
2017
Q2 		$232K Buy
+5,988
New +$232K 0.04% 439
2017
Q1 		– Sell
-6,199
Closed -$212K – 557
2016
Q4 		$212K Sell
6,199
-542
-8% -$18.2K 0.04% 448
2016
Q3 		$234K Buy
6,741
+595
+10% +$21.4K 0.05% 490
2016
Q2 		$233K Buy
6,146
+182
+3% +$6.93K 0.05% 490
2016
Q1 		$227K Sell
5,964
-277
-4% -$9.85K 0.05% 435
2015
Q4 		$213K Buy
+6,241
New +$210K 0.04% 472
2015
Q1 		– Sell
-11,832
Closed -$2.29K – 1619
2014
Q4 		$2.29K Buy
+11,832
New +$387K 0.05% 515
2014
Q3 		– Sell
-13,648
Closed -$236K – 1571
2014
Q2 		$236K Buy
13,648
+6,579
+93% +$207K 0.06% 394
2014
Q1 		$218K Sell
7,069
-1,595
-18% -$46.3K 0.07% 359
2013
Q4 		$243K Sell
8,664
-4,318
-33% -$122K 0.08% 291
2013
Q3 		$367K Buy
12,982
+359
+3% +$10.3K 0.13% 183
2013
Q2 		$356K Buy
+12,623
New +$365K 0.12% 195

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
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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

B. Riley Wealth Advisors's PPL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its PPL Corp (PPL) stake by 13% in Q2 2026, selling an estimated $32.4K and leaving 5,944 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #739.

B. Riley Wealth Advisors first reported a position in PPL in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.57M in Q4 2021. 185 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • B. Riley Wealth Advisors held 5,944 shares of PPL Corp worth $218K as of Q2 2026.
  • B. Riley Wealth Advisors sold 878 PPL Corp shares in Q2 2026, an estimated $32.4K.
  • PPL Corp made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #739 holding.
  • B. Riley Wealth Advisors first reported a position in PPL Corp in Q2 2013 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's PPL Corp position peaked at $1.57M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.