HWA
PPL

Heartwood Wealth Advisors’s PPL Corp PPL Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-196
Closed -$7.28K – 500
2025
Q3 		$7.28K Buy
+196
New +$7.04K ﹤0.01% 398

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heartwood Wealth Advisors's PPL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 196 shares — an estimated $7.28K sold.

Heartwood Wealth Advisors first reported a position in PPL in Q3 2025 and held it in 1 quarter. The position peaked at $7.28K in Q3 2025. 969 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 196 PPL Corp shares in Q4 2025, an estimated $7.28K.
  • Heartwood Wealth Advisors first reported a position in PPL Corp in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's PPL Corp position peaked at $7.28K in Q3 2025.
  • 969 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.