Level Four Advisory Services’s PPL Corp PPL Stock Holding History

Level Four 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 Q1	$557K	Buy	14,581 +350	+2%	+$12.9K	0.02%	559
2025 Q4	$498K	Sell	14,231 -1,660	-10%	-$59.9K	0.02%	569
2025 Q3	$591K	Buy	15,891 +501	+3%	+$18K	0.02%	517
2025 Q2	$522K	Buy	15,390 +2,916	+23%	+$101K	0.02%	511
2025 Q1	$450K	Sell	12,474 -67	-0.5%	-$2.27K	0.02%	524
2024 Q4	$407K	Buy	12,541 +771	+7%	+$25.4K	0.02%	543
2024 Q3	$383K	Buy	11,770 +305	+3%	+$9.33K	0.02%	571
2024 Q2	$317K	Sell	11,465 -21,837	-66%	-$613K	0.01%	595
2024 Q1	$902K	Hold	33,302	–	–	0.05%	312
2023 Q4	$902K	Sell	33,302 -1,250	-4%	-$31.7K	0.05%	311
2023 Q3	$814K	Sell	34,552 -2,072	-6%	-$53.6K	0.05%	326
2023 Q2	$969K	Sell	36,624 -288	-0.8%	-$7.94K	0.06%	301
2023 Q1	$1.03M	Buy	36,912 +5,702	+18%	+$161K	0.07%	274
2022 Q4	$912K	Buy	31,210 +4,055	+15%	+$111K	0.07%	266
2022 Q3	$688K	Sell	27,155 -766	-3%	-$21.9K	0.07%	264
2022 Q2	$757K	Sell	27,921 -541	-2%	-$15.5K	0.07%	267
2022 Q1	$813K	Sell	28,462 -4,540	-14%	-$128K	0.06%	285
2021 Q4	$992K	Buy	+33,002	New	+$952K	0.08%	254
2019 Q1	–	Sell	-7,076	Closed	-$200K	–	540
2018 Q4	$200K	Sell	7,076 -5,614	-44%	-$171K	0.02%	488
2018 Q3	$371K	Buy	12,690 +2,302	+22%	+$67.3K	0.04%	411
2018 Q2	$297K	Buy	+10,388	New	+$288K	0.02%	483
2017 Q2	–	Sell	-5,444	Closed	-$204K	–	488
2017 Q1	$204K	Buy	+5,444	New	+$195K	0.02%	485

Other funds holding PPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Four Advisory Services's PPL Position: Q1 2026 in Review

Level Four Advisory Services increased its PPL Corp (PPL) stake by 2.5% in Q1 2026, buying an estimated $12.9K and bringing the position to 14,581 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #559.

Level Four Advisory Services first reported a position in PPL in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.03M in Q1 2023. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

Level Four Advisory Services held 14,581 shares of PPL Corp worth $557K as of Q1 2026.
Level Four Advisory Services bought 350 PPL Corp shares in Q1 2026, an estimated $12.9K.
PPL Corp made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #559 holding.
Level Four Advisory Services first reported a position in PPL Corp in Q1 2017 and has held it in 22 quarters since.
Level Four Advisory Services's PPL Corp position peaked at $1.03M in Q1 2023.
988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.