SVWAG
PPL

Sound View Wealth Advisors Group’s PPL Corp PPL Stock Holding History

Sound View Wealth Advisors Group’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 		$512K Hold
14,072
– – 0.03% 280
2026
Q1 		$538K Sell
14,072
-1,037
-7% -$38.3K 0.04% 263
2025
Q4 		$529K Sell
15,109
-329
-2% -$11.9K 0.04% 264
2025
Q3 		$574K Sell
15,438
-976
-6% -$35.1K 0.04% 257
2025
Q2 		$556K Sell
16,414
-730
-4% -$25.4K 0.04% 254
2025
Q1 		$619K Sell
17,144
-1,503
-8% -$51K 0.05% 229
2024
Q4 		$605K Sell
18,647
-444
-2% -$14.6K 0.05% 236
2024
Q3 		$632K Hold
19,091
– – 0.05% 234
2024
Q2 		$528K Sell
19,091
-1,219
-6% -$34.2K 0.05% 230
2024
Q1 		$559K Sell
20,310
-16,727
-45% -$445K 0.06% 224
2023
Q4 		$1M Sell
37,037
-345
-0.9% -$8.75K 0.11% 157
2023
Q3 		$881K Buy
37,382
+15,244
+69% +$394K 0.11% 160
2023
Q2 		$586K Sell
22,138
-2,199
-9% -$60.6K 0.08% 199
2023
Q1 		$676K Sell
24,337
-12,700
-34% -$360K 0.09% 183
2022
Q4 		$1M Buy
37,037
+16,044
+76% +$441K 0.11% 157
2022
Q3 		$532K Buy
20,993
+9
+0% +$258 0.12% 153
2022
Q2 		$569K Sell
20,984
-193
-0.9% -$5.54K 0.12% 153
2022
Q1 		$605K Sell
21,177
-1,286
-6% -$36.3K 0.12% 155
2021
Q4 		$675K Sell
22,463
-7,144
-24% -$206K 0.13% 147
2021
Q3 		$825K Buy
29,607
+1,364
+5% +$39.4K 0.17% 130
2021
Q2 		$790K Buy
28,243
+213
+0.8% +$6.15K 0.17% 128
2021
Q1 		$808K Sell
28,030
-1,518
-5% -$42.5K 0.19% 116
2020
Q4 		$833K Buy
29,548
+251
+0.9% +$7.13K 0.2% 112
2020
Q3 		$797K Sell
29,297
-536
-2% -$14.5K 0.21% 110
2020
Q2 		$771K Buy
29,833
+6,809
+30% +$177K 0.22% 109
2020
Q1 		$568K Buy
23,024
+724
+3% +$23.3K 0.2% 110
2019
Q4 		$800K Sell
22,300
-1,498
-6% -$50.2K 0.23% 106
2019
Q3 		$749K Sell
23,798
-1,050
-4% -$31.7K 0.22% 107
2019
Q2 		$771K Buy
+24,848
New +$770K 0.23% 110

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound View Wealth Advisors Group's PPL Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its PPL Corp (PPL) position steady in Q2 2026 at 14,072 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #280.

Sound View Wealth Advisors Group first reported a position in PPL in Q2 2019 and has held it in 29 quarters since. The position peaked at $1M in Q4 2023. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Sound View Wealth Advisors Group held 14,072 shares of PPL Corp worth $512K as of Q2 2026.
  • Sound View Wealth Advisors Group left its PPL Corp share count unchanged in Q2 2026.
  • PPL Corp made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #280 holding.
  • Sound View Wealth Advisors Group first reported a position in PPL Corp in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's PPL Corp position peaked at $1M in Q4 2023.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.