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
2025
Q2 		– Sell
-7,510
Closed -$271K – 1307
2025
Q1 		$271K Buy
+7,510
New +$255K 0.01% 1024

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 47 quarters since. The position peaked at $2.29M in Q4 2014. 1,033 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 47 quarters since.
  • B. Riley Wealth Advisors's PPL Corp position peaked at $2.29M in Q4 2014.
  • 1,033 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.