SIMA Wealth Partners’s PPL Corp PPL Stock Holding History

SIMA Wealth Partners’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 Q4	–	Sell	-10	Closed	-$372	–	156
2025 Q3	$372	Buy	+10	New	+$359	﹤0.01%	163

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SIMA Wealth Partners's PPL Position: Q4 2025 in Review

SIMA Wealth Partners sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 10 shares — an estimated $372 sold.

SIMA Wealth Partners first reported a position in PPL in Q3 2025 and held it in 1 quarter. The position peaked at $372 in Q3 2025. 969 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

SIMA Wealth Partners reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 10 PPL Corp shares in Q4 2025, an estimated $372.
SIMA Wealth Partners first reported a position in PPL Corp in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's PPL Corp position peaked at $372 in Q3 2025.
969 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.