OWA
PPL

Opal Wealth Advisors’s PPL Corp PPL Stock Holding History

Opal 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
2026
Q1 		$249K Sell
6,509
-3,500
-35% -$129K 0.06% 176
2025
Q4 		$350K Buy
10,009
+7
+0.1% +$252 0.09% 137
2025
Q3 		$372K Buy
10,002
+211
+2% +$7.58K 0.1% 121
2025
Q2 		$332K Buy
9,791
+2,904
+42% +$101K 0.09% 118
2025
Q1 		$249K Buy
6,887
+90
+1% +$3.05K 0.08% 147
2024
Q4 		$221K Buy
6,797
+305
+5% +$10K 0.07% 176
2024
Q3 		$215K Buy
6,492
+5,956
+1,111% +$182K 0.07% 174
2024
Q2 		$14.8K Buy
+536
New +$15K ﹤0.01% 584

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Opal Wealth Advisors's PPL Position: Q1 2026 in Review

Opal Wealth Advisors reduced its PPL Corp (PPL) stake by 35% in Q1 2026, selling an estimated $129K and leaving 6,509 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #176.

Opal Wealth Advisors first reported a position in PPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $372K in Q3 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Opal Wealth Advisors held 6,509 shares of PPL Corp worth $249K as of Q1 2026.
  • Opal Wealth Advisors sold 3,500 PPL Corp shares in Q1 2026, an estimated $129K.
  • PPL Corp made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #176 holding.
  • Opal Wealth Advisors first reported a position in PPL Corp in Q2 2024 and has held it in 8 quarters since.
  • Opal Wealth Advisors's PPL Corp position peaked at $372K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.