BAM
PPL

Belpointe Asset Management’s PPL Corp PPL Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-14,961
Closed -$540K – 1007
2025
Q1 		$540K Buy
+14,961
New +$507K 0.03% 540
2023
Q2 		– Sell
-5,458
Closed -$152K – 2615
2023
Q1 		$152K Sell
5,458
-780
-13% -$22.1K 0.01% 1077
2022
Q4 		$182K Buy
6,238
+283
+5% +$7.78K 0.01% 946
2022
Q3 		$151K Buy
+5,955
New +$170K 0.01% 964
2022
Q2 		– Sell
-3,829
Closed -$109K – 1231
2022
Q1 		$109K Sell
3,829
-890
-19% -$25.1K 0.01% 1177
2021
Q4 		$143K Sell
4,719
-692
-13% -$20K 0.01% 1035
2021
Q3 		$150K Sell
5,411
-70
-1% -$2.02K 0.01% 979
2021
Q2 		$154K Sell
5,481
-1,305
-19% -$37.7K 0.01% 941
2021
Q1 		$196K Buy
6,786
+1,427
+27% +$40K 0.02% 757
2020
Q4 		$151K Sell
5,359
-102
-2% -$2.9K 0.01% 801
2020
Q3 		$149K Sell
5,461
-70
-1% -$1.89K 0.02% 644
2020
Q2 		$142K Buy
5,531
+931
+20% +$24.2K 0.02% 629
2020
Q1 		$113K Sell
4,600
-3,900
-46% -$126K 0.02% 580
2019
Q4 		$305K Buy
8,500
+4,358
+105% +$146K 0.04% 441
2019
Q3 		$130K Buy
4,142
+301
+8% +$9.1K 0.02% 599
2019
Q2 		$119K Sell
3,841
-1,135
-23% -$35.2K 0.02% 545
2019
Q1 		$158K Buy
+4,976
New +$155K 0.03% 348
2018
Q1 		– Sell
-7,614
Closed -$236K – 446
2017
Q4 		$236K Buy
7,614
+1,380
+22% +$49.6K 0.05% 389
2017
Q3 		$237K Buy
+6,234
New +$241K 0.06% 367

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Belpointe Asset Management's PPL Position: Q2 2025 in Review

Belpointe Asset Management sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 14,961 shares — an estimated $540K sold.

Belpointe Asset Management first reported a position in PPL in Q3 2017 and held it in 19 quarters. The position peaked at $540K in Q1 2025. 894 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Belpointe Asset Management reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 14,961 PPL Corp shares in Q2 2025, an estimated $540K.
  • Belpointe Asset Management first reported a position in PPL Corp in Q3 2017 and held it in 19 quarters.
  • Belpointe Asset Management's PPL Corp position peaked at $540K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.