CWA
PPL

Clearview Wealth Advisors’s PPL Corp PPL Stock Holding History

Clearview 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
Q4 		$455K Sell
12,991
-683
-5% -$24.6K 0.29% 63
2025
Q3 		$508K Sell
13,674
-380
-3% -$13.7K 0.33% 59
2025
Q2 		$476K Sell
14,054
-41
-0.3% -$1.43K 0.33% 60
2025
Q1 		$509K Sell
14,095
-438
-3% -$14.9K 0.38% 54
2024
Q4 		$472K Sell
14,533
-126
-0.9% -$4.15K 0.36% 55
2024
Q3 		$485K Sell
14,659
-335
-2% -$10.3K 0.37% 52
2024
Q2 		$415K Sell
14,994
-702
-4% -$19.7K 0.36% 57
2024
Q1 		$432K Sell
15,696
-366
-2% -$9.74K 0.44% 54
2023
Q4 		$435K Buy
16,062
+5,713
+55% +$145K 0.51% 65
2023
Q3 		$244K Sell
10,349
-724
-7% -$18.7K 0.3% 106
2023
Q2 		$293K Sell
11,073
-163
-1% -$4.5K 0.3% 90
2023
Q1 		$312K Sell
11,236
-4,745
-30% -$134K 0.32% 90
2022
Q4 		$467K Buy
15,981
+93
+0.6% +$2.56K 0.36% 65
2022
Q3 		$403K Buy
15,888
+531
+3% +$15.2K 0.32% 57
2022
Q2 		$417K Buy
15,357
+717
+5% +$20.6K 0.31% 60
2022
Q1 		$418K Buy
14,640
+1,290
+10% +$36.4K 0.27% 65
2021
Q4 		$401K Buy
13,350
+807
+6% +$23.3K 0.24% 84
2021
Q3 		$350K Buy
12,543
+534
+4% +$15.4K 0.22% 84
2021
Q2 		$336K Sell
12,009
-37
-0.3% -$1.07K 0.21% 87
2021
Q1 		$347K Sell
12,046
-109
-0.9% -$3.05K 0.23% 85
2020
Q4 		$343K Buy
+12,155
New +$345K 0.23% 79

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 $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearview Wealth Advisors's PPL Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its PPL Corp (PPL) stake by 5% in Q4 2025, selling an estimated $24.6K and leaving 12,991 shares worth $455K. The position accounts for 0.29% of the portfolio, ranked #63.

Clearview Wealth Advisors first reported a position in PPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $509K in Q1 2025. 969 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • Clearview Wealth Advisors held 12,991 shares of PPL Corp worth $455K as of Q4 2025.
  • Clearview Wealth Advisors sold 683 PPL Corp shares in Q4 2025, an estimated $24.6K.
  • PPL Corp made up 0.29% of Clearview Wealth Advisors's portfolio in Q4 2025, its #63 holding.
  • Clearview Wealth Advisors first reported a position in PPL Corp in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's PPL Corp position peaked at $509K in Q1 2025.
  • 969 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.