BWP
PPL

Bernardo Wealth Planning’s PPL Corp PPL Stock Holding History

Bernardo Wealth Planning’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
-6,376
Closed -$230K – 125
2025
Q1 		$230K Buy
6,376
+41
+0.6% +$1.39K 0.06% 101
2024
Q4 		$201K Buy
6,335
+57
+0.9% +$1.88K 0.05% 107
2024
Q3 		$203K Buy
+6,278
New +$192K 0.05% 110
2021
Q2 		– Sell
-7,221
Closed -$208K – 80
2021
Q1 		$208K Sell
7,221
-41,518
-85% -$1.16M 0.13% 72
2020
Q4 		$1.37M Sell
48,739
-3,904
-7% -$111K 0.53% 34
2020
Q3 		$1.43M Sell
52,643
-400
-0.8% -$10.8K 0.64% 30
2020
Q2 		$1.37M Buy
53,043
+4,666
+10% +$121K 0.74% 29
2020
Q1 		$1.19M Buy
48,377
+4,734
+11% +$153K 0.83% 32
2019
Q4 		$1.56M Sell
43,643
-280
-0.6% -$9.38K 0.95% 27
2019
Q3 		$1.38M Sell
43,923
-1,321
-3% -$39.9K 1% 25
2019
Q2 		$1.4M Buy
45,244
+1,702
+4% +$52.8K 1.1% 25
2019
Q1 		$1.38M Buy
43,542
+68
+0.2% +$2.11K 1.09% 26
2018
Q4 		$1.23M Buy
+43,474
New +$1.32M 1.09% 21

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return