New Wave Wealth Advisors’s PPL Corp PPL Stock Holding History

New Wave 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 Q1	–	Sell	-379	Closed	-$12.3K	–	540
2024 Q4	$12.3K	Buy	+379	New	+$12.5K	0.01%	332

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

New Wave Wealth Advisors's PPL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 379 shares — an estimated $12.3K sold.

New Wave Wealth Advisors first reported a position in PPL in Q4 2024 and held it in 1 quarter. The position peaked at $12.3K in Q4 2024. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

New Wave Wealth Advisors reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 379 PPL Corp shares in Q1 2025, an estimated $12.3K.
New Wave Wealth Advisors first reported a position in PPL Corp in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's PPL Corp position peaked at $12.3K in Q4 2024.
907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.