Outlook Wealth Advisors’s PPL Corp PPL Stock Holding History

Outlook 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 Q2	$503K	Buy	13,837 +268	+2%	+$9.9K	0.11%	181
2026 Q1	$518K	Sell	13,569 -375	-3%	-$13.8K	0.13%	165
2025 Q4	$488K	Sell	13,944 -176	-1%	-$6.35K	0.11%	169
2025 Q3	$525K	Sell	14,120 -64	-0.5%	-$2.3K	0.13%	152
2025 Q2	$481K	Buy	14,184 +23	+0.2%	+$801	0.12%	151
2025 Q1	$511K	Buy	+14,161	New	+$480K	0.14%	132
2020 Q1	–	Sell	-7,775	Closed	-$279K	–	177
2019 Q4	$279K	Sell	7,775 -6,375	-45%	-$214K	0.16%	123
2019 Q3	$446K	Sell	14,150 -1,438	-9%	-$43.5K	0.27%	83
2019 Q2	$483K	Buy	15,588 +438	+3%	+$13.6K	0.32%	77
2019 Q1	$481K	Sell	15,150 -15,090	-50%	-$469K	0.4%	70
2018 Q4	$857K	Buy	+30,240	New	+$919K	0.39%	67

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Outlook Wealth Advisors's PPL Position: Q2 2026 in Review

Outlook Wealth Advisors increased its PPL Corp (PPL) stake by 2% in Q2 2026, buying an estimated $9.9K and bringing the position to 13,837 shares worth $503K. The position accounts for 0.11% of the portfolio, ranked #181.

Outlook Wealth Advisors first reported a position in PPL in Q4 2018 and has held it in 11 quarters since. The position peaked at $857K in Q4 2018. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Outlook Wealth Advisors held 13,837 shares of PPL Corp worth $503K as of Q2 2026.
Outlook Wealth Advisors bought 268 PPL Corp shares in Q2 2026, an estimated $9.9K.
PPL Corp made up 0.11% of Outlook Wealth Advisors's portfolio in Q2 2026, its #181 holding.
Outlook Wealth Advisors first reported a position in PPL Corp in Q4 2018 and has held it in 11 quarters since.
Outlook Wealth Advisors's PPL Corp position peaked at $857K in Q4 2018.
1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.