LI
PPL

LifeWealth Investments’s PPL Corp PPL Stock Holding History

LifeWealth Investments’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
2025
Q4 		– Sell
-11,079
Closed -$412K – 212
2025
Q3 		$412K Sell
11,079
-71
-0.6% -$2.55K 0.06% 177
2025
Q2 		$378K Sell
11,150
-323
-3% -$11.2K 0.06% 182
2025
Q1 		$414K Buy
11,473
+4,520
+65% +$153K 0.09% 149
2024
Q4 		$226K Buy
+6,953
New +$229K 0.15% 133

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifeWealth Investments's PPL Position: Q4 2025 in Review

LifeWealth Investments sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 11,079 shares — an estimated $412K sold.

LifeWealth Investments first reported a position in PPL in Q4 2024 and held it in 4 quarters. The position peaked at $414K in Q1 2025. 968 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • LifeWealth Investments reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 11,079 PPL Corp shares in Q4 2025, an estimated $412K.
  • LifeWealth Investments first reported a position in PPL Corp in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's PPL Corp position peaked at $414K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.