Investment Advisory Services’s PPL Corp PPL Stock Holding History

Investment Advisory Services’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	$289K	Hold	7,951	–	–	0.08%	109
2026 Q1	$304K	Hold	7,951	–	–	0.1%	98
2025 Q4	$278K	Buy	7,951 +59	+0.7%	+$2.13K	0.09%	100
2025 Q3	$293K	Sell	7,892 -2	-0%	-$72	0.09%	96
2025 Q2	$268K	Hold	7,894	–	–	0.09%	102
2025 Q1	$285K	Sell	7,894 -185	-2%	-$6.27K	0.1%	96
2024 Q4	$262K	Buy	8,079 +37	+0.5%	+$1.22K	0.09%	98
2024 Q3	$266K	Sell	8,042 -690	-8%	-$21.1K	0.09%	101
2024 Q2	$241K	Sell	8,732 -173	-2%	-$4.85K	0.09%	106
2024 Q1	$245K	Sell	8,905 -393	-4%	-$10.5K	0.09%	107
2023 Q4	$252K	Sell	9,298 -3,205	-26%	-$81.3K	0.1%	100
2023 Q3	$295K	Sell	12,503 -5,686	-31%	-$147K	0.13%	93
2023 Q2	$481K	Sell	18,189 -195	-1%	-$5.38K	0.2%	78
2023 Q1	$511K	Sell	18,384 -179	-1%	-$5.07K	0.25%	69
2022 Q4	$542K	Sell	18,563 -1,946	-9%	-$53.5K	0.28%	67
2022 Q3	$520K	Sell	20,509 -2,919	-12%	-$83.6K	0.31%	60
2022 Q2	$636K	Sell	23,428 -139	-0.6%	-$3.99K	0.37%	58
2022 Q1	$673K	Sell	23,567 -341	-1%	-$9.62K	0.38%	59
2021 Q4	$719K	Sell	23,908 -248	-1%	-$7.16K	0.39%	58
2021 Q3	$673K	Buy	24,156 +36	+0.1%	+$1.04K	0.41%	57
2021 Q2	$675K	Buy	+24,120	New	+$697K	0.42%	55
2020 Q4	$696K	Buy	24,693 +188	+0.8%	+$5.34K	0.49%	53
2020 Q3	$667K	Buy	24,505 +1,192	+5%	+$32.1K	0.53%	52
2020 Q2	$602K	Buy	+23,313	New	+$607K	0.51%	52

Other funds holding PPL

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Investment Advisory Services's PPL Position: Q2 2026 in Review

Investment Advisory Services held its PPL Corp (PPL) position steady in Q2 2026 at 7,951 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #109.

Investment Advisory Services first reported a position in PPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $719K in Q4 2021. 262 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Investment Advisory Services held 7,951 shares of PPL Corp worth $289K as of Q2 2026.
Investment Advisory Services left its PPL Corp share count unchanged in Q2 2026.
PPL Corp made up 0.08% of Investment Advisory Services's portfolio in Q2 2026, its #109 holding.
Investment Advisory Services first reported a position in PPL Corp in Q2 2020 and has held it in 24 quarters since.
Investment Advisory Services's PPL Corp position peaked at $719K in Q4 2021.
262 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.