IAA
PPL

Independent Advisor Alliance’s PPL Corp PPL Stock Holding History

Independent Advisor Alliance’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 		$1.1M Buy
30,239
+2,554
+9% +$94.3K 0.03% 435
2026
Q1 		$1.06M Buy
27,685
+4,535
+20% +$167K 0.01% 806
2025
Q4 		$811K Buy
23,150
+348
+2% +$12.5K 0.02% 525
2025
Q3 		$847K Sell
22,802
-8,595
-27% -$309K 0.02% 483
2025
Q2 		$1.06M Sell
31,397
-4,503
-13% -$157K 0.03% 406
2025
Q1 		$1.3M Sell
35,900
-424
-1% -$14.4K 0.04% 328
2024
Q4 		$1.18M Buy
36,324
+11,767
+48% +$388K 0.02% 679
2024
Q3 		$812K Sell
24,557
-6,091
-20% -$186K 0.03% 363
2024
Q2 		$847K Buy
30,648
+4,958
+19% +$139K 0.03% 358
2024
Q1 		$707K Buy
25,690
+6,263
+32% +$167K 0.03% 382
2023
Q4 		$526K Buy
19,427
+1,190
+7% +$30.2K 0.02% 431
2023
Q3 		$430K Sell
18,237
-1,499
-8% -$38.8K 0.02% 449
2023
Q2 		$522K Buy
19,736
+414
+2% +$11.4K 0.02% 418
2023
Q1 		$537K Sell
19,322
-778
-4% -$22K 0.03% 406
2022
Q4 		$587 Buy
20,100
+394
+2% +$10.8K ﹤0.01% 338
2022
Q3 		$500K Sell
19,706
-18,143
-48% -$519K 0.03% 376
2022
Q2 		$1.03M Buy
37,849
+20,412
+117% +$586K 0.06% 263
2022
Q1 		$498K Buy
17,437
+5,301
+44% +$150K 0.02% 394
2021
Q4 		$365K Sell
12,136
-8,529
-41% -$246K 0.02% 473
2021
Q3 		$576K Sell
20,665
-13,856
-40% -$400K 0.03% 345
2021
Q2 		$966K Sell
34,521
-11,559
-25% -$334K 0.05% 285
2021
Q1 		$1.33M Sell
46,080
-1,256
-3% -$35.2K 0.08% 205
2020
Q4 		$1.33M Sell
47,336
-789
-2% -$22.4K 0.09% 170
2020
Q3 		$1.31M Sell
48,125
-5,695
-11% -$154K 0.1% 152
2020
Q2 		$1.39M Buy
53,820
+7,784
+17% +$203K 0.15% 121
2020
Q1 		$1.14M Buy
46,036
+1,469
+3% +$47.3K 0.17% 111
2019
Q4 		$1.6M Sell
44,567
-1,267
-3% -$42.5K 0.07% 276
2019
Q3 		$1.44M Sell
45,834
-1,016
-2% -$30.7K 0.18% 116
2019
Q2 		$1.45M Buy
46,850
+1,303
+3% +$40.4K 0.21% 99
2019
Q1 		$1.45M Buy
45,547
+1,377
+3% +$42.8K 0.2% 108
2018
Q4 		$1.25M Sell
44,170
-3,008
-6% -$91.4K 0.22% 101
2018
Q3 		$1.39M Buy
47,178
+3,434
+8% +$100K 0.25% 94
2018
Q2 		$1.25M Buy
43,744
+2,205
+5% +$61K 0.26% 91
2018
Q1 		$1.17M Sell
41,539
-1,844
-4% -$54.9K 0.26% 93
2017
Q4 		$1.36M Sell
43,383
-1,415
-3% -$50.8K 0.3% 87
2017
Q3 		$1.68M Sell
44,798
-2,771
-6% -$107K 0.46% 60
2017
Q2 		$1.8M Sell
47,569
-6,874
-13% -$266K 0.57% 50
2017
Q1 		$2.04M Buy
54,443
+7,086
+15% +$253K 0.32% 83
2016
Q4 		$1.63M Buy
+47,357
New +$1.59M 0.7% 43

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

Independent Advisor Alliance's PPL Position: Q2 2026 in Review

Independent Advisor Alliance increased its PPL Corp (PPL) stake by 9.2% in Q2 2026, buying an estimated $94.3K and bringing the position to 30,239 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #435.

Independent Advisor Alliance first reported a position in PPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.04M in Q1 2017. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Independent Advisor Alliance held 30,239 shares of PPL Corp worth $1.1M as of Q2 2026.
  • Independent Advisor Alliance bought 2,554 PPL Corp shares in Q2 2026, an estimated $94.3K.
  • PPL Corp made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #435 holding.
  • Independent Advisor Alliance first reported a position in PPL Corp in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's PPL Corp position peaked at $2.04M in Q1 2017.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.