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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PPL Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its PPL Corp (PPL) stake by 7.1% in Q1 2026, selling an estimated $15.5K and leaving 5,494 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #147.

Heritage Wealth Management (Ohio) first reported a position in PPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $224K in Q1 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 5,494 shares of PPL Corp worth $210K as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 420 PPL Corp shares in Q1 2026, an estimated $15.5K.
  • PPL Corp made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #147 holding.
  • Heritage Wealth Management (Ohio) first reported a position in PPL Corp in Q3 2024 and has held it in 7 quarters since.
  • Heritage Wealth Management (Ohio)'s PPL Corp position peaked at $224K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.