HWMO
PPL

Heritage Wealth Management (Ohio)’s PPL Corp PPL Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-5,494
Closed -$210K – 276
2026
Q1 		$210K Sell
5,494
-420
-7% -$15.5K 0.1% 147
2025
Q4 		$207K Hold
5,914
– – 0.06% 247
2025
Q3 		$220K Hold
5,914
– – 0.06% 227
2025
Q2 		$200K Sell
5,914
-300
-5% -$10.4K 0.06% 232
2025
Q1 		$224K Sell
6,214
-300
-5% -$10.2K 0.08% 210
2024
Q4 		$211K Hold
6,514
– – 0.07% 216
2024
Q3 		$215K Buy
+6,514
New +$199K 0.07% 215

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PPL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) sold out of PPL Corp (PPL) in Q2 2026, closing a stake of 5,494 shares — an estimated $210K sold.

Heritage Wealth Management (Ohio) first reported a position in PPL in Q3 2024 and held it in 7 quarters. The position peaked at $224K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Heritage Wealth Management (Ohio) reported no remaining PPL Corp position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 5,494 PPL Corp shares in Q2 2026, an estimated $210K.
  • Heritage Wealth Management (Ohio) first reported a position in PPL Corp in Q3 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s PPL Corp position peaked at $224K in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.