J.W. Cole Advisors
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J.W. Cole Advisors’s PPL Corp PPL Stock Holding History

J.W. Cole 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
2026
Q3 		$1.68M Buy
51,150
+130
+0.3% +$4.53K 0.03% 553
2026
Q2 		$1.85M Buy
51,020
+43
+0.1% +$1.59K 0.03% 519
2026
Q1 		$1.95M Buy
50,977
+236
+0.5% +$8.71K 0.07% 247
2025
Q4 		$1.66M Sell
50,741
-2,460
-5% -$88.7K 0.04% 455
2025
Q3 		$1.98M Buy
53,201
+772
+1% +$27.7K 0.04% 457
2025
Q2 		$1.78M Buy
52,429
+4,957
+10% +$173K 0.04% 459
2025
Q1 		$1.71M Buy
47,472
+39,750
+515% +$1.35M 0.05% 363
2024
Q4 		$251K Buy
7,722
+59
+0.8% +$1.94K 0.01% 837
2024
Q3 		$253K Buy
+7,663
New +$234K 0.01% 828
2024
Q2 		– Sell
-8,421
Closed -$232K – 936
2024
Q1 		$232K Sell
8,421
-230
-3% -$6.12K 0.01% 787
2023
Q4 		$234K Buy
+8,651
New +$219K 0.01% 716
2023
Q2 		– Sell
-11,661
Closed -$324K – 804
2023
Q1 		$324K Buy
11,661
+2,034
+21% +$57.6K 0.02% 574
2022
Q4 		$281K Buy
9,627
+509
+6% +$14K 0.02% 580
2022
Q3 		$231K Buy
9,118
+1,351
+17% +$38.7K 0.02% 632
2022
Q2 		$211K Sell
7,767
-5,260
-40% -$151K 0.02% 667
2022
Q1 		$372K Sell
13,027
-1,116
-8% -$31.5K 0.02% 550
2021
Q4 		$425K Buy
14,143
+1,316
+10% +$38K 0.03% 526
2021
Q3 		$358K Buy
12,827
+5,202
+68% +$150K 0.03% 318
2021
Q2 		$213K Buy
7,625
+628
+9% +$18.1K 0.02% 681
2021
Q1 		$202K Sell
6,997
-1,785
-20% -$50K 0.02% 627
2020
Q4 		$248K Sell
8,782
-68,688
-89% -$1.95M 0.03% 530
2020
Q3 		$2.11M Buy
+77,470
New +$2.09M 0.16% 145

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors's PPL Position: Q3 2026 in Review

J.W. Cole Advisors increased its PPL Corp (PPL) stake by 0.25% in Q3 2026, buying an estimated $4.53K and bringing the position to 51,150 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #553.

J.W. Cole Advisors first reported a position in PPL in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.11M in Q3 2020. 610 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • J.W. Cole Advisors held 51,150 shares of PPL Corp worth $1.68M as of Q3 2026.
  • J.W. Cole Advisors bought 130 PPL Corp shares in Q3 2026, an estimated $4.53K.
  • PPL Corp made up 0.03% of J.W. Cole Advisors's portfolio in Q3 2026, its #553 holding.
  • J.W. Cole Advisors first reported a position in PPL Corp in Q3 2020 and has held it in 22 quarters since.
  • J.W. Cole Advisors's PPL Corp position peaked at $2.11M in Q3 2020.
  • 610 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.