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
Q2 		$561K Sell
15,422
-152
-1% -$5.62K ﹤0.01% 1285
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 $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

Beacon Pointe Advisors's PPL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its PPL Corp (PPL) stake by 0.98% in Q2 2026, selling an estimated $5.62K and leaving 15,422 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Beacon Pointe Advisors first reported a position in PPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $595K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Beacon Pointe Advisors held 15,422 shares of PPL Corp worth $561K as of Q2 2026.
  • Beacon Pointe Advisors sold 152 PPL Corp shares in Q2 2026, an estimated $5.62K.
  • PPL Corp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1285 holding.
  • Beacon Pointe Advisors first reported a position in PPL Corp in Q1 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's PPL Corp position peaked at $595K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.