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Congress Wealth Management’s PPL Corp PPL Stock Holding History

Congress 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 		$1.33M Sell
39,212
-5,038
-11% -$175K 0.01% 637
2025
Q1 		$1.6M Buy
44,250
+24,858
+128% +$843K 0.02% 540
2024
Q4 		$629K Buy
19,392
+5,613
+41% +$185K 0.01% 591
2024
Q3 		$456K Buy
+13,779
New +$422K 0.01% 651

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Congress Wealth Management reduced its PPL Corp (PPL) stake by 11% in Q2 2025, selling an estimated $175K and leaving 39,212 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #637.

Congress Wealth Management first reported a position in PPL in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2025. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Congress Wealth Management held 39,212 shares of PPL Corp worth $1.33M as of Q2 2025.
  • Congress Wealth Management sold 5,038 PPL Corp shares in Q2 2025, an estimated $175K.
  • PPL Corp made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #637 holding.
  • Congress Wealth Management first reported a position in PPL Corp in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's PPL Corp position peaked at $1.6M in Q1 2025.
  • 895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

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