EWA
PPL

EverSource Wealth Advisors’s PPL Corp PPL Stock Holding History

EverSource 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 		$205K Buy
5,366
+849
+19% +$31.3K 0.01% 1039
2025
Q4 		$158K Sell
4,517
-185
-4% -$6.67K 0.01% 1072
2025
Q3 		$175K Buy
4,702
+7
+0.1% +$251 0.01% 980
2025
Q2 		$159K Buy
4,695
+1,848
+65% +$64.3K 0.01% 966
2025
Q1 		$103K Buy
2,847
+775
+37% +$26.3K 0.01% 897
2024
Q4 		$67.3K Buy
2,072
+846
+69% +$27.9K ﹤0.01% 1055
2024
Q3 		$40.6K Buy
1,226
+83
+7% +$2.54K ﹤0.01% 1153
2024
Q2 		$34K Sell
1,143
-18
-2% -$505 ﹤0.01% 1269
2024
Q1 		$31.9K Sell
1,161
-346
-23% -$9.21K ﹤0.01% 1165
2023
Q4 		$40.8K Buy
1,507
+480
+47% +$12.2K ﹤0.01% 977
2023
Q3 		$24.2K Sell
1,027
-350
-25% -$9.05K ﹤0.01% 1056
2023
Q2 		$36.4K Buy
1,377
+625
+83% +$17.2K ﹤0.01% 957
2023
Q1 		$20.9K Sell
752
-26
-3% -$736 ﹤0.01% 1070
2022
Q4 		$22.7K Buy
778
+128
+20% +$3.52K ﹤0.01% 1024
2022
Q3 		$17K Sell
650
-104
-14% -$2.98K ﹤0.01% 965
2022
Q2 		$20K Buy
754
+331
+78% +$9.5K 0.01% 830
2022
Q1 		$12K Sell
423
-11
-3% -$310 ﹤0.01% 914
2021
Q4 		$13K Buy
+434
New +$12.5K ﹤0.01% 862

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

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

EverSource Wealth Advisors increased its PPL Corp (PPL) stake by 19% in Q1 2026, buying an estimated $31.3K and bringing the position to 5,366 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1039.

EverSource Wealth Advisors first reported a position in PPL in Q4 2021 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • EverSource Wealth Advisors held 5,366 shares of PPL Corp worth $205K as of Q1 2026.
  • EverSource Wealth Advisors bought 849 PPL Corp shares in Q1 2026, an estimated $31.3K.
  • PPL Corp made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1039 holding.
  • EverSource Wealth Advisors first reported a position in PPL Corp in Q4 2021 and has held it in 18 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

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