MYIA
PPL

Mount Yale Investment Advisors’s PPL Corp PPL Stock Holding History

Mount Yale Investment 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
Q1 		$1.33M Buy
34,684
+21,287
+159% +$785K 0.03% 459
2025
Q4 		$473K Buy
13,397
+4,136
+45% +$149K 0.02% 472
2025
Q3 		$346K Sell
9,261
-13,120
-59% -$471K 0.02% 493
2025
Q2 		$759K Buy
22,381
+1,423
+7% +$49.5K 0.06% 264
2025
Q1 		$757K Buy
20,958
+4,726
+29% +$160K 0.06% 243
2024
Q4 		$527K Buy
+16,232
New +$535K 0.04% 332

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's PPL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its PPL Corp (PPL) stake by 159% in Q1 2026, buying an estimated $785K and bringing the position to 34,684 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #459.

Mount Yale Investment Advisors first reported a position in PPL in Q4 2024 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Mount Yale Investment Advisors held 34,684 shares of PPL Corp worth $1.33M as of Q1 2026.
  • Mount Yale Investment Advisors bought 21,287 PPL Corp shares in Q1 2026, an estimated $785K.
  • PPL Corp made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #459 holding.
  • Mount Yale Investment Advisors first reported a position in PPL Corp in Q4 2024 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.