BPA
PPL

Beacon Pointe Advisors’s PPL Corp PPL Stock Holding History

Beacon Pointe 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
Q1 		$595K Buy
15,574
+857
+6% +$31.6K ﹤0.01% 1223
2025
Q4 		$515K Sell
14,717
-1,175
-7% -$42.4K ﹤0.01% 1069
2025
Q3 		$591K Buy
15,892
+3,950
+33% +$142K 0.01% 950
2025
Q2 		$405K Buy
11,942
+1,907
+19% +$66.4K ﹤0.01% 954
2025
Q1 		$362K Sell
10,035
-224
-2% -$7.6K ﹤0.01% 953
2024
Q4 		$333K Sell
10,259
-2,483
-19% -$81.8K ﹤0.01% 970
2024
Q3 		$421K Buy
12,742
+87
+0.7% +$2.66K ﹤0.01% 910
2024
Q2 		$350K Sell
12,655
-288
-2% -$8.08K ﹤0.01% 1007
2024
Q1 		$356K Buy
12,943
+1,655
+15% +$44K ﹤0.01% 1046
2023
Q4 		$306K Sell
11,288
-1,288
-10% -$32.7K ﹤0.01% 1073
2023
Q3 		$296K Buy
12,576
+3,321
+36% +$85.9K ﹤0.01% 1073
2023
Q2 		$245K Sell
9,255
-764
-8% -$21.1K ﹤0.01% 948
2023
Q1 		$278K Buy
10,019
+1,514
+18% +$42.9K ﹤0.01% 961
2022
Q4 		$249K Sell
8,505
-15
-0.2% -$412 ﹤0.01% 931
2022
Q3 		$219K Sell
8,520
-532
-6% -$15.2K ﹤0.01% 900
2022
Q2 		$245K Sell
9,052
-796
-8% -$22.8K 0.01% 900
2022
Q1 		$281K Sell
9,848
-2,565
-21% -$72.3K ﹤0.01% 1007
2021
Q4 		$373K Buy
+12,413
New +$358K 0.01% 654
2021
Q3 		– Sell
-16,689
Closed -$467K – 957
2021
Q2 		$467K Buy
16,689
+9,442
+130% +$273K 0.02% 499
2021
Q1 		$211K Buy
+7,247
New +$203K 0.01% 493

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's PPL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its PPL Corp (PPL) stake by 5.8% in Q1 2026, buying an estimated $31.6K and bringing the position to 15,574 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Beacon Pointe Advisors first reported a position in PPL in Q1 2021 and has held it in 20 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Beacon Pointe Advisors held 15,574 shares of PPL Corp worth $595K as of Q1 2026.
  • Beacon Pointe Advisors bought 857 PPL Corp shares in Q1 2026, an estimated $31.6K.
  • PPL Corp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1223 holding.
  • Beacon Pointe Advisors first reported a position in PPL Corp in Q1 2021 and has held it in 20 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.