Capital Advisors Ltd’s PPL Corp PPL Stock Holding History

Capital Advisors Ltd’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	$6K	Hold	167	–	–	﹤0.01%	945
2026 Q1	$6K	Hold	167	–	–	﹤0.01%	932
2025 Q4	$6K	Hold	167	–	–	﹤0.01%	915
2025 Q3	$6K	Hold	167	–	–	﹤0.01%	895
2025 Q2	$6K	Hold	167	–	–	﹤0.01%	897
2025 Q1	$6K	Hold	167	–	–	﹤0.01%	892
2024 Q4	$5K	Hold	167	–	–	﹤0.01%	944
2024 Q3	$6K	Buy	167 +3	+2%	+$92	﹤0.01%	893
2024 Q2	$5K	Sell	164 -6	-4%	-$168	﹤0.01%	912
2024 Q1	$5K	Buy	170 +69	+68%	+$1.84K	﹤0.01%	889
2023 Q4	$3K	Sell	101 -148	-59%	-$3.75K	﹤0.01%	957
2023 Q3	$6K	Buy	249 +109	+78%	+$2.82K	﹤0.01%	781
2023 Q2	$4K	Hold	140	–	–	﹤0.01%	898
2023 Q1	$4K	Sell	140 -19	-12%	-$538	﹤0.01%	759
2022 Q4	$5K	Buy	159 +30	+23%	+$825	﹤0.01%	674
2022 Q3	$3K	Buy	129 +19	+17%	+$544	﹤0.01%	767
2022 Q2	$3K	Buy	110 +50	+83%	+$1.44K	﹤0.01%	632
2022 Q1	$2K	Sell	60 -17	-22%	-$479	﹤0.01%	652
2021 Q4	$2K	Buy	77 +17	+28%	+$491	﹤0.01%	600
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	488
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	467
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	466
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	435
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	436
2020 Q2	$2K	Sell	60 -335	-85%	-$8.71K	﹤0.01%	434
2020 Q1	$10K	Hold	395	–	–	﹤0.01%	368
2019 Q4	$14K	Hold	395	–	–	﹤0.01%	330
2019 Q3	$12K	Hold	395	–	–	﹤0.01%	340
2019 Q2	$12K	Hold	395	–	–	﹤0.01%	375
2019 Q1	$13K	Hold	395	–	–	﹤0.01%	358
2018 Q4	$11K	Hold	395	–	–	﹤0.01%	369
2018 Q3	$12K	Hold	395	–	–	﹤0.01%	402
2018 Q2	$11K	Hold	395	–	–	﹤0.01%	326
2018 Q1	$11K	Hold	395	–	–	﹤0.01%	322
2017 Q4	$12K	Hold	395	–	–	﹤0.01%	317
2017 Q3	$15K	Hold	395	–	–	0.01%	301
2017 Q2	$15K	Hold	395	–	–	0.01%	303
2017 Q1	$15K	Hold	395	–	–	0.01%	283
2016 Q4	$13K	Hold	395	–	–	0.01%	282
2016 Q3	$14K	Hold	395	–	–	0.01%	274
2016 Q2	$15K	Hold	395	–	–	0.01%	253
2016 Q1	$15K	Hold	395	–	–	0.01%	247
2015 Q4	$13K	Hold	395	–	–	0.01%	246
2015 Q3	$13K	Hold	395	–	–	0.01%	244
2015 Q2	$12K	Buy	395 +331	+517%	+$10.3K	0.01%	271
2015 Q1	$2K	Hold	64	–	–	﹤0.01%	320
2014 Q4	$2K	Hold	64	–	–	﹤0.01%	301
2014 Q3	$1K	Hold	64	–	–	﹤0.01%	309
2014 Q2	$2K	Hold	64	–	–	﹤0.01%	311
2014 Q1	$2K	Hold	64	–	–	﹤0.01%	319
2013 Q4	$2K	Buy	+64	New	+$1.8K	﹤0.01%	286

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Ltd's PPL Position: Q2 2026 in Review

Capital Advisors Ltd held its PPL Corp (PPL) position steady in Q2 2026 at 167 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Capital Advisors Ltd first reported a position in PPL in Q4 2013 and has held it in 51 quarters since. The position peaked at $15K in Q3 2017. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Capital Advisors Ltd held 167 shares of PPL Corp worth $6K as of Q2 2026.
Capital Advisors Ltd left its PPL Corp share count unchanged in Q2 2026.
PPL Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #945 holding.
Capital Advisors Ltd first reported a position in PPL Corp in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's PPL Corp position peaked at $15K in Q3 2017.
1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.