DAS
PPL

Dynamic Advisor Solutions’s PPL Corp PPL Stock Holding History

Dynamic Advisor Solutions’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
2026
Q2 		– Sell
-5,955
Closed -$227K – 1084
2026
Q1 		$227K Sell
5,955
-78
-1% -$2.88K 0.01% 886
2025
Q4 		$211K Sell
6,033
-2,462
-29% -$88.8K 0.01% 888
2025
Q3 		$316K Sell
8,495
-538
-6% -$19.3K 0.01% 761
2025
Q2 		$306K Buy
9,033
+10
+0.1% +$348 0.01% 738
2025
Q1 		$326K Sell
9,023
-425
-4% -$14.4K 0.01% 682
2024
Q4 		$307K Sell
9,448
-4,056
-30% -$134K 0.01% 527
2024
Q3 		$447K Sell
13,504
-3,588
-21% -$110K 0.01% 644
2024
Q2 		$473K Sell
17,092
-507
-3% -$14.2K 0.01% 638
2024
Q1 		$485K Buy
17,599
+1,493
+9% +$39.7K 0.02% 614
2023
Q4 		$447K Buy
16,106
+1,541
+11% +$39.1K 0.02% 598
2023
Q3 		$343K Buy
14,565
+2,506
+21% +$64.8K 0.02% 618
2023
Q2 		$319K Sell
12,059
-603
-5% -$16.6K 0.02% 616
2023
Q1 		$352K Buy
12,662
+185
+1% +$5.24K 0.02% 556
2022
Q4 		$365K Buy
12,477
+490
+4% +$13.5K 0.02% 513
2022
Q3 		$304K Buy
11,987
+325
+3% +$9.3K 0.02% 522
2022
Q2 		$316K Buy
11,662
+200
+2% +$5.74K 0.02% 512
2022
Q1 		$327K Sell
11,462
-370
-3% -$10.4K 0.02% 540
2021
Q4 		$356K Sell
11,832
-939
-7% -$27.1K 0.03% 517
2021
Q3 		$356K Buy
12,771
+2,088
+20% +$60.2K 0.03% 527
2021
Q2 		$299K Sell
10,683
-987
-8% -$28.5K 0.02% 543
2021
Q1 		$337K Buy
11,670
+4,013
+52% +$112K 0.03% 477
2020
Q4 		$216K Sell
7,657
-2,222
-22% -$63.1K 0.02% 580
2020
Q3 		$269K Buy
9,879
+856
+9% +$23.1K 0.03% 457
2020
Q2 		$233K Buy
+9,023
New +$235K 0.03% 439
2020
Q1 		– Sell
-7,797
Closed -$280K – 570
2019
Q4 		$280K Buy
7,797
+325
+4% +$10.9K 0.04% 427
2019
Q3 		$235K Buy
+7,472
New +$226K 0.04% 429
2019
Q2 		– Sell
-6,347
Closed -$201K – 548
2019
Q1 		$201K Buy
+6,347
New +$197K 0.04% 380
2018
Q3 		– Sell
-10,169
Closed -$290K – 423
2018
Q2 		$290K Sell
10,169
-51,231
-83% -$1.42M 0.07% 301
2018
Q1 		$1.74M Buy
61,400
+5,639
+10% +$168K 0.45% 72
2017
Q4 		$1.73M Buy
55,761
+345
+0.6% +$12.4K 0.57% 61
2017
Q3 		$2.1M Sell
55,416
-1,366
-2% -$52.8K 0.83% 32
2017
Q2 		$2.19M Sell
56,782
-54,467
-49% -$2.11M 0.85% 29
2017
Q1 		$4.16M Buy
111,249
+50,373
+83% +$1.8M 1.62% 12
2016
Q4 		$2.07M Buy
60,876
+52,950
+668% +$1.78M 0.83% 33
2016
Q3 		$274K Buy
7,926
+345
+5% +$12.4K 0.1% 200
2016
Q2 		$286K Sell
7,581
-10,269
-58% -$391K 0.12% 171
2016
Q1 		$680K Sell
17,850
-32,355
-64% -$1.15M 0.29% 90
2015
Q4 		$1.71M Sell
50,205
-83,651
-62% -$2.82M 0.71% 42
2015
Q3 		$4.4M Buy
133,856
+33,058
+33% +$1.03M 2.22% 7
2015
Q2 		$2.97M Buy
+100,798
New +$3.15M 1.74% 12
2014
Q2 		– Sell
-57,726
Closed -$1.78M – 226
2014
Q1 		$1.78M Buy
57,726
+6,024
+12% +$175K 1.22% 15
2013
Q4 		$1.45M Buy
+51,702
New +$1.46M 1.07% 25

Other funds holding PPL

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Dynamic Advisor Solutions's PPL Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of PPL Corp (PPL) in Q2 2026, closing a stake of 5,955 shares — an estimated $227K sold.

Dynamic Advisor Solutions first reported a position in PPL in Q4 2013 and held it in 42 quarters. The position peaked at $4.4M in Q3 2015. 140 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining PPL Corp position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,955 PPL Corp shares in Q2 2026, an estimated $227K.
  • Dynamic Advisor Solutions first reported a position in PPL Corp in Q4 2013 and held it in 42 quarters.
  • Dynamic Advisor Solutions's PPL Corp position peaked at $4.4M in Q3 2015.
  • 140 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.