Provenance Wealth Advisors
PPL icon

Provenance Wealth Advisors’s PPL Corp PPL Stock Holding History

Provenance 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
Q3 		$64.9K Buy
1,972
+1,952
+9,760% +$68.1K ﹤0.01% 695
2026
Q2 		$727 Buy
+20
New +$739 ﹤0.01% 536
2026
Q1 		– Sell
-453
Closed -$15.9K – 433
2025
Q4 		$15.9K Hold
453
– – ﹤0.01% 280
2025
Q3 		$16.8K Hold
453
– – ﹤0.01% 304
2025
Q2 		$15.4K Hold
453
– – ﹤0.01% 289
2025
Q1 		$16.4K Hold
453
– – ﹤0.01% 290
2024
Q4 		$14.7K Hold
453
– – ﹤0.01% 291
2024
Q3 		$15K Hold
453
– – ﹤0.01% 309
2024
Q2 		$12.5K Hold
453
– – ﹤0.01% 284
2024
Q1 		$12.5K Hold
453
– – ﹤0.01% 306
2023
Q4 		$12.3K Buy
+453
New +$11.5K ﹤0.01% 301

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Provenance Wealth Advisors's PPL Position: Q3 2026 in Review

Provenance Wealth Advisors increased its PPL Corp (PPL) stake by 9,760% in Q3 2026, buying an estimated $68.1K and bringing the position to 1,972 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Provenance Wealth Advisors first reported a position in PPL in Q4 2023 and has held it in 11 quarters since. 513 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Provenance Wealth Advisors held 1,972 shares of PPL Corp worth $64.9K as of Q3 2026.
  • Provenance Wealth Advisors bought 1,952 PPL Corp shares in Q3 2026, an estimated $68.1K.
  • PPL Corp made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #695 holding.
  • Provenance Wealth Advisors first reported a position in PPL Corp in Q4 2023 and has held it in 11 quarters since.
  • 513 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.