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 $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return