GIA
PPL

Gladstone Institutional Advisory’s PPL Corp PPL Stock Holding History

Gladstone Institutional Advisory’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 		$561K Sell
15,423
-59
-0.4% -$2.18K 0.02% 557
2026
Q1 		$591K Buy
15,482
+642
+4% +$23.7K 0.02% 504
2025
Q4 		$520K Buy
14,840
+7
+0% +$252 0.02% 491
2025
Q3 		$551K Sell
14,833
-497
-3% -$17.9K 0.02% 491
2025
Q2 		$520K Buy
15,330
+395
+3% +$13.7K 0.02% 482
2025
Q1 		$539K Sell
14,935
-189
-1% -$6.41K 0.03% 446
2024
Q4 		$491K Sell
15,124
-826
-5% -$27.2K 0.02% 477
2024
Q3 		$528K Sell
15,950
-1,021
-6% -$31.2K 0.03% 435
2024
Q2 		$469K Buy
16,971
+197
+1% +$5.53K 0.02% 437
2024
Q1 		$462K Buy
16,774
+1,248
+8% +$33.2K 0.03% 428
2023
Q4 		$421K Sell
15,526
-13,006
-46% -$330K 0.02% 448
2023
Q3 		$672K Buy
28,532
+519
+2% +$13.4K 0.04% 340
2023
Q2 		$741K Buy
28,013
+2,550
+10% +$70.3K 0.05% 330
2023
Q1 		$708K Buy
25,463
+1,230
+5% +$34.8K 0.05% 345
2022
Q4 		$708K Buy
24,233
+1,391
+6% +$38.2K 0.05% 337
2022
Q3 		$579K Buy
22,842
+2,952
+15% +$84.5K 0.05% 368
2022
Q2 		$540K Buy
19,890
+1,073
+6% +$30.8K 0.04% 392
2022
Q1 		$537K Buy
18,817
+1,299
+7% +$36.6K 0.04% 418
2021
Q4 		$527K Buy
17,518
+2,968
+20% +$85.6K 0.04% 371
2021
Q3 		$406K Sell
14,550
-2,172
-13% -$62.7K 0.04% 375
2021
Q2 		$468K Buy
16,722
+2,807
+20% +$81.1K 0.06% 310
2021
Q1 		$401K Buy
+13,915
New +$390K 0.06% 270
2019
Q3 		– Sell
-6,603
Closed -$204K – 296
2019
Q2 		$204K Buy
+6,603
New +$205K 0.06% 257

Other funds holding PPL

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Gladstone Institutional Advisory's PPL Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its PPL Corp (PPL) stake by 0.38% in Q2 2026, selling an estimated $2.18K and leaving 15,423 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #557.

Gladstone Institutional Advisory first reported a position in PPL in Q2 2019 and has held it in 23 quarters since. The position peaked at $741K in Q2 2023. 306 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Gladstone Institutional Advisory held 15,423 shares of PPL Corp worth $561K as of Q2 2026.
  • Gladstone Institutional Advisory sold 59 PPL Corp shares in Q2 2026, an estimated $2.18K.
  • PPL Corp made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #557 holding.
  • Gladstone Institutional Advisory first reported a position in PPL Corp in Q2 2019 and has held it in 23 quarters since.
  • Gladstone Institutional Advisory's PPL Corp position peaked at $741K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.