BWL
PPL

Bogart Wealth LLC’s PPL Corp PPL Stock Holding History

Bogart Wealth LLC’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 		$20.8K Buy
544
+6
+1% +$221 ﹤0.01% 716
2025
Q4 		$18.8K Buy
538
+89
+20% +$3.21K ﹤0.01% 702
2025
Q3 		$16.7K Buy
449
+25
+6% +$898 ﹤0.01% 711
2025
Q2 		$14.4K Buy
424
+336
+382% +$11.7K ﹤0.01% 713
2025
Q1 		$3.18K Hold
88
– – ﹤0.01% 998
2024
Q4 		$2.86K Buy
+88
New +$2.9K ﹤0.01% 1023
2018
Q1 		– Sell
-231
Closed -$6.88K – 363
2017
Q4 		$7K Sell
231
-330
-59% -$11.9K ﹤0.01% 262
2017
Q3 		$21K Buy
+561
New +$21.7K 0.02% 192

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

Bogart Wealth LLC's PPL Position: Q1 2026 in Review

Bogart Wealth LLC increased its PPL Corp (PPL) stake by 1.1% in Q1 2026, buying an estimated $221 and bringing the position to 544 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Bogart Wealth LLC first reported a position in PPL in Q3 2017 and has held it in 8 quarters since. The position peaked at $21K in Q3 2017. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Bogart Wealth LLC held 544 shares of PPL Corp worth $20.8K as of Q1 2026.
  • Bogart Wealth LLC bought 6 PPL Corp shares in Q1 2026, an estimated $221.
  • PPL Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #716 holding.
  • Bogart Wealth LLC first reported a position in PPL Corp in Q3 2017 and has held it in 8 quarters since.
  • Bogart Wealth LLC's PPL Corp position peaked at $21K in Q3 2017.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.