Retirement Wealth Solutions
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Retirement Wealth Solutions’s PPL Corp PPL Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-7
Closed -$255 – 926
2026
Q2 		$255 Buy
7
+1
+17% +$37 ﹤0.01% 768
2026
Q1 		$230 Sell
6
-2
-25% -$74 ﹤0.01% 774
2025
Q4 		$281 Sell
8
-2
-20% -$72 ﹤0.01% 717
2025
Q3 		$372 Buy
+10
New +$359 ﹤0.01% 722

Other funds holding PPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Retirement Wealth Solutions's PPL Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of PPL Corp (PPL) in Q3 2026, closing a stake of 7 shares — an estimated $255 sold.

Retirement Wealth Solutions first reported a position in PPL in Q3 2025 and held it in 4 quarters. The position peaked at $372 in Q3 2025. 175 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Retirement Wealth Solutions reported no remaining PPL Corp position as of Q3 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 7 PPL Corp shares in Q3 2026, an estimated $255.
  • Retirement Wealth Solutions first reported a position in PPL Corp in Q3 2025 and held it in 4 quarters.
  • Retirement Wealth Solutions's PPL Corp position peaked at $372 in Q3 2025.
  • 175 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.