Elevation Wealth Partners
PPL icon

Elevation Wealth Partners’s PPL Corp PPL Stock Holding History

Elevation Wealth Partners’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 		$25.4K Buy
772
+35
+5% +$1.22K 0.01% 604
2026
Q2 		$26.8K Buy
737
+597
+426% +$22.1K 0.01% 491
2026
Q1 		$5.35K Buy
140
+65
+87% +$2.4K ﹤0.01% 691
2025
Q4 		$2.63K Buy
75
+52
+226% +$1.88K ﹤0.01% 752
2025
Q3 		$855 Buy
+23
New +$826 ﹤0.01% 756

Other funds holding PPL

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Elevation Wealth Partners's PPL Position: Q3 2026 in Review

Elevation Wealth Partners increased its PPL Corp (PPL) stake by 4.7% in Q3 2026, buying an estimated $1.22K and bringing the position to 772 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #604.

Elevation Wealth Partners first reported a position in PPL in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.8K in Q2 2026. 491 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Elevation Wealth Partners held 772 shares of PPL Corp worth $25.4K as of Q3 2026.
  • Elevation Wealth Partners bought 35 PPL Corp shares in Q3 2026, an estimated $1.22K.
  • PPL Corp made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #604 holding.
  • Elevation Wealth Partners first reported a position in PPL Corp in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's PPL Corp position peaked at $26.8K in Q2 2026.
  • 491 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.