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
Q2 		$564K Sell
15,413
-19,271
-56% -$712K 0.01% 743
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mount Yale Investment Advisors's PPL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its PPL Corp (PPL) stake by 56% in Q2 2026, selling an estimated $712K and leaving 15,413 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #743.

Mount Yale Investment Advisors first reported a position in PPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Mount Yale Investment Advisors held 15,413 shares of PPL Corp worth $564K as of Q2 2026.
  • Mount Yale Investment Advisors sold 19,271 PPL Corp shares in Q2 2026, an estimated $712K.
  • PPL Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #743 holding.
  • Mount Yale Investment Advisors first reported a position in PPL Corp in Q4 2024 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's PPL Corp position peaked at $1.33M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.