EWA
PPL

EP Wealth Advisors’s PPL Corp PPL Stock Holding History

EP Wealth Advisors’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
Q1 		$1.64M Sell
42,805
-600
-1% -$22.1K 0.01% 521
2025
Q4 		$1.52M Buy
+43,405
New +$1.57M 0.01% 509
2025
Q2 		$1.08M Buy
31,955
+22,564
+240% +$785K 0.01% 542
2025
Q1 		$339K Buy
9,391
+2,114
+29% +$71.7K ﹤0.01% 856
2024
Q4 		$236K Sell
7,277
-555
-7% -$18.3K ﹤0.01% 984
2024
Q3 		$259K Sell
7,832
-2,919
-27% -$89.3K ﹤0.01% 922
2024
Q2 		$297K Buy
10,751
+735
+7% +$20.6K ﹤0.01% 658
2024
Q1 		$276K Sell
10,016
-1,362
-12% -$36.2K ﹤0.01% 654
2023
Q4 		$308K Buy
11,378
+1,033
+10% +$26.2K ﹤0.01% 607
2023
Q3 		$244K Buy
10,345
+345
+3% +$8.92K ﹤0.01% 608
2023
Q2 		$274K Buy
10,000
+6,738
+207% +$186K ﹤0.01% 581
2023
Q1 		$436K Sell
3,262
-8,070
-71% -$229K 0.01% 425
2022
Q4 		$331K Buy
+11,332
New +$312K 0.01% 451
2021
Q3 		– Sell
-9,952
Closed -$278K – 554
2021
Q2 		$278K Sell
9,952
-2,565
-20% -$74.1K 0.01% 456
2021
Q1 		$361K Sell
12,517
-570
-4% -$16K 0.01% 373
2020
Q4 		$369K Sell
13,087
-2,537
-16% -$72K 0.01% 317
2020
Q3 		$425K Sell
15,624
-2,611
-14% -$70.4K 0.02% 246
2020
Q2 		$471K Sell
18,235
-3,286
-15% -$85.5K 0.02% 246
2020
Q1 		$531K Sell
21,521
-1,003
-4% -$32.3K 0.03% 246
2019
Q4 		$808K Sell
22,524
-752
-3% -$25.2K 0.03% 216
2019
Q3 		$733K Buy
23,276
+1,177
+5% +$35.6K 0.04% 193
2019
Q2 		$685K Sell
22,099
-69
-0.3% -$2.14K 0.04% 167
2019
Q1 		$704K Buy
22,168
+842
+4% +$26.2K 0.07% 140
2018
Q4 		$604K Sell
21,326
-943
-4% -$28.6K 0.05% 163
2018
Q3 		$652K Buy
+22,269
New +$651K 0.05% 158

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's PPL Position: Q1 2026 in Review

EP Wealth Advisors reduced its PPL Corp (PPL) stake by 1.4% in Q1 2026, selling an estimated $22.1K and leaving 42,805 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #521.

EP Wealth Advisors first reported a position in PPL in Q3 2018 and has held it in 25 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • EP Wealth Advisors held 42,805 shares of PPL Corp worth $1.64M as of Q1 2026.
  • EP Wealth Advisors sold 600 PPL Corp shares in Q1 2026, an estimated $22.1K.
  • PPL Corp made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #521 holding.
  • EP Wealth Advisors first reported a position in PPL Corp in Q3 2018 and has held it in 25 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.