BSTWA
PPL

Blake Schutter Theil Wealth Advisors’s PPL Corp PPL Stock Holding History

Blake Schutter Theil 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
-9,107
Closed -$329K – 114
2025
Q1 		$329K Hold
9,107
– – 0.37% 83
2024
Q4 		$296K Hold
9,107
– – 0.31% 89
2024
Q3 		$301K Buy
+9,107
New +$279K 0.22% 115

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $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
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

Blake Schutter Theil Wealth Advisors's PPL Position: Q2 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 9,107 shares — an estimated $329K sold.

Blake Schutter Theil Wealth Advisors first reported a position in PPL in Q3 2024 and held it in 3 quarters. The position peaked at $329K in Q1 2025. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Blake Schutter Theil Wealth Advisors reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 9,107 PPL Corp shares in Q2 2025, an estimated $329K.
  • Blake Schutter Theil Wealth Advisors first reported a position in PPL Corp in Q3 2024 and held it in 3 quarters.
  • Blake Schutter Theil Wealth Advisors's PPL Corp position peaked at $329K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.