GWA
PPL

Gratus Wealth Advisors’s PPL Corp PPL Stock Holding History

Gratus 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
Q2 		$230K Hold
6,320
– – 0.03% 127
2026
Q1 		$241K Buy
+6,320
New +$233K 0.03% 129

Other funds holding PPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Gratus Wealth Advisors's PPL Position: Q2 2026 in Review

Gratus Wealth Advisors held its PPL Corp (PPL) position steady in Q2 2026 at 6,320 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #127.

Gratus Wealth Advisors first reported a position in PPL in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 369 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Gratus Wealth Advisors held 6,320 shares of PPL Corp worth $230K as of Q2 2026.
  • Gratus Wealth Advisors left its PPL Corp share count unchanged in Q2 2026.
  • PPL Corp made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Gratus Wealth Advisors first reported a position in PPL Corp in Q1 2026 and has held it in 2 quarters since.
  • Gratus Wealth Advisors's PPL Corp position peaked at $241K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.