Dynamic Wealth Strategies’s PPL Corp PPL Stock Holding History

Dynamic Wealth Strategies’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 Q3	$121K	Buy	3,683 +126	+4%	+$4.4K	0.06%	107
2026 Q2	$129K	Sell	3,557 -472	-12%	-$17.4K	0.07%	106
2026 Q1	$154K	Sell	4,029 -1,335	-25%	-$49.2K	0.09%	97
2025 Q4	$188K	Buy	5,364 +1,343	+33%	+$48.4K	0.11%	86
2025 Q3	$149K	Buy	4,021 +230	+6%	+$8.26K	0.1%	91
2025 Q2	$128K	Sell	3,791 -249	-6%	-$8.67K	0.09%	89
2025 Q1	$146K	Buy	+4,040	New	+$137K	0.12%	82
2024 Q4	–	Sell	-4,039	Closed	-$134K	–	188
2024 Q3	$134K	Sell	4,039 -260	-6%	-$7.96K	0.11%	91
2024 Q2	$119K	Buy	4,299 +35	+0.8%	+$982	0.1%	91
2024 Q1	$117K	Sell	4,264 -112	-3%	-$2.98K	0.1%	92
2023 Q4	$119K	Buy	+4,376	New	+$111K	0.11%	84

Other funds holding PPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Dynamic Wealth Strategies's PPL Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its PPL Corp (PPL) stake by 3.5% in Q3 2026, buying an estimated $4.4K and bringing the position to 3,683 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #107.

Dynamic Wealth Strategies first reported a position in PPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $188K in Q4 2025. 134 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

Dynamic Wealth Strategies held 3,683 shares of PPL Corp worth $121K as of Q3 2026.
Dynamic Wealth Strategies bought 126 PPL Corp shares in Q3 2026, an estimated $4.4K.
PPL Corp made up 0.06% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #107 holding.
Dynamic Wealth Strategies first reported a position in PPL Corp in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's PPL Corp position peaked at $188K in Q4 2025.
134 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.