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Heritage Wealth Advisors’s PPL Corp PPL Stock Holding History

Heritage 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
-43
Closed -$1.6K – 605
2025
Q3 		$1.6K Hold
43
– – ﹤0.01% 533
2025
Q2 		$1.46K Hold
43
– – ﹤0.01% 524
2025
Q1 		$1.55K Hold
43
– – ﹤0.01% 515
2024
Q4 		$1.4K Hold
43
– – ﹤0.01% 569
2024
Q3 		$1.42K Buy
+43
New +$1.32K ﹤0.01% 564
2019
Q3 		– Sell
-433
Closed -$13.4K – 462
2019
Q2 		$13.4K Hold
433
– – ﹤0.01% 372
2019
Q1 		$13.7K Buy
+433
New +$13.5K ﹤0.01% 339

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 $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 43 shares — an estimated $1.6K sold.

Heritage Wealth Advisors first reported a position in PPL in Q1 2019 and held it in 7 quarters. The position peaked at $13.7K in Q1 2019. 970 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 43 PPL Corp shares in Q4 2025, an estimated $1.6K.
  • Heritage Wealth Advisors first reported a position in PPL Corp in Q1 2019 and held it in 7 quarters.
  • Heritage Wealth Advisors's PPL Corp position peaked at $13.7K in Q1 2019.
  • 970 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.