CWC
PPL

Carolinas Wealth Consulting’s PPL Corp PPL Stock Holding History

Carolinas Wealth Consulting’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
-25
Closed -$903 – 707
2025
Q1 		$903 Hold
25
– – ﹤0.01% 917
2024
Q4 		$818 Hold
25
– – ﹤0.01% 967
2024
Q3 		$834 Buy
25
+20
+400% +$612 ﹤0.01% 947
2024
Q2 		$140 Hold
5
– – ﹤0.01% 1035
2024
Q1 		$139 Buy
+5
New +$133 ﹤0.01% 1029
2023
Q4 		– Sell
-45
Closed -$1.11K – 1038
2023
Q3 		$1.11K Sell
45
-50
-53% -$1.29K ﹤0.01% 812
2023
Q2 		$2.54K Hold
95
– – ﹤0.01% 782
2023
Q1 		$2.66K Hold
95
– – ﹤0.01% 778
2022
Q4 		$2.8K Sell
95
-7
-7% -$192 ﹤0.01% 776
2022
Q3 		$3K Hold
102
– – ﹤0.01% 734
2022
Q2 		$3K Hold
102
– – ﹤0.01% 733
2022
Q1 		$3K Sell
102
-8
-7% -$226 ﹤0.01% 771
2021
Q4 		$3K Hold
110
– – ﹤0.01% 787
2021
Q3 		$3K Sell
110
-819
-88% -$23.6K ﹤0.01% 752
2021
Q2 		$26K Buy
929
+12
+1% +$347 0.01% 459
2021
Q1 		$27K Buy
917
+36
+4% +$1.01K 0.01% 459
2020
Q4 		$25K Buy
881
+57
+7% +$1.62K 0.01% 442
2020
Q3 		$23K Buy
824
+53
+7% +$1.43K 0.01% 375
2020
Q2 		$20K Buy
+771
New +$20.1K 0.01% 288

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Carolinas Wealth Consulting's PPL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 25 shares — an estimated $903 sold.

Carolinas Wealth Consulting first reported a position in PPL in Q2 2020 and held it in 19 quarters. The position peaked at $27K in Q1 2021. 896 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 PPL Corp shares in Q2 2025, an estimated $903.
  • Carolinas Wealth Consulting first reported a position in PPL Corp in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's PPL Corp position peaked at $27K in Q1 2021.
  • 896 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.