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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
Q2 		$22.8K Buy
627
+83
+15% +$3.07K ﹤0.01% 761
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 $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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PPL Position: Q2 2026 in Review

Bogart Wealth LLC increased its PPL Corp (PPL) stake by 15% in Q2 2026, buying an estimated $3.07K and bringing the position to 627 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Bogart Wealth LLC first reported a position in PPL in Q3 2017 and has held it in 9 quarters since. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Bogart Wealth LLC held 627 shares of PPL Corp worth $22.8K as of Q2 2026.
  • Bogart Wealth LLC bought 83 PPL Corp shares in Q2 2026, an estimated $3.07K.
  • PPL Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #761 holding.
  • Bogart Wealth LLC first reported a position in PPL Corp in Q3 2017 and has held it in 9 quarters since.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.