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Marshall & Sterling Wealth Advisors’s PPL Corp PPL Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-24
Closed -$892 – 555
2025
Q3 		$892 Hold
24
– – ﹤0.01% 602
2025
Q2 		$814 Hold
24
– – ﹤0.01% 585
2025
Q1 		$866 Buy
+24
New +$814 ﹤0.01% 596

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PPL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 24 shares — an estimated $892 sold.

Marshall & Sterling Wealth Advisors first reported a position in PPL in Q1 2025 and held it in 3 quarters. The position peaked at $892 in Q3 2025. 970 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 24 PPL Corp shares in Q4 2025, an estimated $892.
  • Marshall & Sterling Wealth Advisors first reported a position in PPL Corp in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's PPL Corp position peaked at $892 in Q3 2025.
  • 970 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.