LA
PPL

Legacy Advisors’s PPL Corp PPL Stock Holding History

Legacy 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
Q2 		$301K Sell
8,227
-34
-0.4% -$1.26K 0.03% 238
2026
Q1 		$318K Sell
8,261
-564
-6% -$20.8K 0.04% 204
2025
Q4 		$311K Buy
8,825
+684
+8% +$24.7K 0.03% 216
2025
Q3 		$305K Buy
+8,141
New +$292K 0.04% 200
2025
Q2 		– Sell
-10,070
Closed -$366K – 309
2025
Q1 		$366K Buy
10,070
+585
+6% +$19.8K 0.04% 298
2024
Q4 		$310K Sell
9,485
-1,346
-12% -$44.3K 0.03% 308
2024
Q3 		$361K Buy
10,831
+1,766
+19% +$54K 0.04% 276
2024
Q2 		$253K Buy
9,065
+11
+0.1% +$309 0.03% 276
2024
Q1 		$252K Buy
9,054
+170
+2% +$4.52K 0.03% 274
2023
Q4 		$243K Sell
8,884
-562
-6% -$14.3K 0.03% 269
2023
Q3 		$225K Buy
9,446
+1,414
+18% +$36.6K 0.04% 258
2023
Q2 		$214K Sell
8,032
-95
-1% -$2.62K 0.03% 255
2023
Q1 		$228K Sell
8,127
-66
-0.8% -$1.87K 0.04% 223
2022
Q4 		$241K Buy
8,193
+90
+1% +$2.47K 0.04% 212
2022
Q3 		$207K Buy
8,103
+65
+0.8% +$1.86K 0.05% 210
2022
Q2 		$220K Sell
8,038
-32
-0.4% -$919 0.05% 199
2022
Q1 		$232K Buy
8,070
+70
+0.9% +$1.97K 0.05% 188
2021
Q4 		$244K Hold
8,000
– – 0.09% 113
2021
Q3 		$226K Hold
8,000
– – 0.09% 114
2021
Q2 		$224K Hold
8,000
– – 0.09% 111
2021
Q1 		$231K Hold
8,000
– – 0.1% 107
2020
Q4 		$226K Hold
8,000
– – 0.13% 100
2020
Q3 		$221K Hold
8,000
– – 0.15% 97
2020
Q2 		$210K Hold
8,000
– – 0.17% 93
2020
Q1 		$201K Hold
8,000
– – 0.2% 92
2019
Q4 		$290K Hold
8,000
– – 0.18% 106
2019
Q3 		$255K Hold
8,000
– – 0.19% 94
2019
Q2 		$251K Sell
8,000
-8,000
-50% -$248K 0.17% 96
2019
Q1 		$514K Buy
16,000
+8,000
+100% +$249K 0.17% 101
2018
Q4 		$230K Sell
8,000
-108
-1% -$3.28K 0.17% 106
2018
Q3 		$241K Hold
8,108
– – 0.12% 126
2018
Q2 		$235K Buy
8,108
+1,000
+14% +$27.7K 0.18% 85
2018
Q1 		$198K Sell
7,108
-1,931
-21% -$57.5K 0.15% 79
2017
Q4 		$282K Buy
9,039
+1,800
+25% +$64.7K 0.27% 45
2017
Q3 		$277K Buy
7,239
+131
+2% +$5.07K 0.31% 39
2017
Q2 		$277K Hold
7,108
– – 0.35% 35
2017
Q1 		$268K Hold
7,108
– – 0.36% 33
2016
Q4 		$244K Buy
+7,108
New +$238K 0.33% 35

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TE
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Legacy Advisors's PPL Position: Q2 2026 in Review

Legacy Advisors reduced its PPL Corp (PPL) stake by 0.41% in Q2 2026, selling an estimated $1.26K and leaving 8,227 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #238.

Legacy Advisors first reported a position in PPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $514K in Q1 2019. 262 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Legacy Advisors held 8,227 shares of PPL Corp worth $301K as of Q2 2026.
  • Legacy Advisors sold 34 PPL Corp shares in Q2 2026, an estimated $1.26K.
  • PPL Corp made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #238 holding.
  • Legacy Advisors first reported a position in PPL Corp in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's PPL Corp position peaked at $514K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.