DWM
PPL

Dakota Wealth Management’s PPL Corp PPL Stock Holding History

Dakota 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
Q3 		– Sell
-8,019
Closed -$272K – 758
2025
Q2 		$272K Sell
8,019
-60
-0.7% -$2.09K 0.01% 647
2025
Q1 		$292K Buy
8,079
+1,386
+21% +$47K 0.01% 623
2024
Q4 		$217K Buy
+6,693
New +$220K 0.01% 692

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Dakota Wealth Management's PPL Position: Q3 2025 in Review

Dakota Wealth Management sold out of PPL Corp (PPL) in Q3 2025, closing a stake of 8,019 shares — an estimated $272K sold.

Dakota Wealth Management first reported a position in PPL in Q4 2024 and held it in 3 quarters. The position peaked at $292K in Q1 2025. 927 funds tracked by Wall St. Rank hold PPL as of Q3 2025.

  • Dakota Wealth Management reported no remaining PPL Corp position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 8,019 PPL Corp shares in Q3 2025, an estimated $272K.
  • Dakota Wealth Management first reported a position in PPL Corp in Q4 2024 and held it in 3 quarters.
  • Dakota Wealth Management's PPL Corp position peaked at $292K in Q1 2025.
  • 927 funds tracked by Wall St. Rank held PPL Corp as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.