CWM
PPL

Compass Wealth Management’s PPL Corp PPL Stock Holding History

Compass Wealth Management’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
-1,400
Closed -$50.6K – 340
2025
Q1 		$50.6K Hold
1,400
– – 0.01% 244
2024
Q4 		$45.4K Hold
1,400
– – 0.01% 255
2024
Q3 		$46.3K Hold
1,400
– – 0.01% 258
2024
Q2 		$38.7K Hold
1,400
– – 0.01% 274
2024
Q1 		$38.5K Hold
1,400
– – 0.01% 272
2023
Q4 		$37.9K Hold
1,400
– – 0.01% 268
2023
Q3 		$33K Hold
1,400
– – 0.01% 273
2023
Q2 		$37K Buy
1,400
+400
+40% +$11K 0.01% 269
2023
Q1 		$27.8K Hold
1,000
– – 0.01% 297
2022
Q4 		$29.2K Buy
+1,000
New +$27.5K 0.01% 284

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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

Compass Wealth Management's PPL Position: Q2 2025 in Review

Compass Wealth Management sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 1,400 shares — an estimated $50.6K sold.

Compass Wealth Management first reported a position in PPL in Q4 2022 and held it in 10 quarters. The position peaked at $50.6K in Q1 2025. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Compass Wealth Management reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,400 PPL Corp shares in Q2 2025, an estimated $50.6K.
  • Compass Wealth Management first reported a position in PPL Corp in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's PPL Corp position peaked at $50.6K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.