SIAP
PPL

Sterling Investment Advisors (Pennsylvania)’s PPL Corp PPL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		$1.05M Buy
27,438
+177
+0.6% +$6.53K 0.19% 97
2025
Q4 		$955K Sell
27,261
-426
-2% -$15.4K 0.18% 99
2025
Q3 		$1.03M Sell
27,687
-1,373
-5% -$49.3K 0.2% 97
2025
Q2 		$985K Sell
29,060
-475
-2% -$16.5K 0.22% 96
2025
Q1 		$1.07M Sell
29,535
-2,624
-8% -$89K 0.26% 89
2024
Q4 		$1.04M Sell
32,159
-574
-2% -$18.9K 0.25% 80
2024
Q3 		$1.08M Sell
32,733
-1,471
-4% -$45K 0.27% 79
2024
Q2 		$946K Sell
34,204
-320
-0.9% -$8.98K 0.26% 81
2024
Q1 		$950K Sell
34,524
-2,372
-6% -$63.1K 0.27% 79
2023
Q4 		$1,000K Sell
36,896
-69,655
-65% -$1.77M 0.31% 73
2023
Q3 		$2.51M Sell
106,551
-6,577
-6% -$170K 0.88% 41
2023
Q2 		$2.99M Sell
113,128
-3,470
-3% -$95.7K 0.99% 30
2023
Q1 		$3.24M Sell
116,598
-1,402
-1% -$39.7K 1.09% 28
2022
Q4 		$3.45M Sell
118,000
-5,399
-4% -$148K 1.23% 25
2022
Q3 		$3.13M Sell
123,399
-1,718
-1% -$49.2K 1.17% 26
2022
Q2 		$3.39M Buy
125,117
+21
+0% +$603 1.17% 26
2022
Q1 		$3.57M Sell
125,096
-1,434
-1% -$40.4K 1.01% 27
2021
Q4 		$3.8M Buy
126,530
+5,942
+5% +$171K 1.07% 26
2021
Q3 		$3.36M Buy
120,588
+3,629
+3% +$105K 1% 27
2021
Q2 		$3.27M Buy
116,959
+3,560
+3% +$103K 0.96% 28
2021
Q1 		$3.27M Buy
113,399
+15,476
+16% +$433K 1.06% 24
2020
Q4 		$2.76M Buy
97,923
+16,298
+20% +$463K 0.94% 29
2020
Q3 		$2.22M Buy
81,625
+20,342
+33% +$548K 0.86% 32
2020
Q2 		$1.58M Sell
61,283
-4,252
-6% -$111K 0.66% 49
2020
Q1 		$1.62M Sell
65,535
-3,434
-5% -$111K 0.85% 35
2019
Q4 		$2.47M Buy
68,969
+2,034
+3% +$68.2K 1.14% 21
2019
Q3 		$2.11M Buy
66,935
+321
+0.5% +$9.7K 1.08% 22
2019
Q2 		$2.07M Sell
66,614
-580
-0.9% -$18K 1.06% 23
2019
Q1 		$2.13M Buy
67,194
+1,373
+2% +$42.7K 1.09% 25
2018
Q4 		$1.86M Buy
65,821
+5,020
+8% +$152K 1.1% 24
2018
Q3 		$1.78M Buy
60,801
+7,361
+14% +$215K 0.93% 29
2018
Q2 		$1.52M Buy
53,440
+885
+2% +$24.5K 0.9% 35
2018
Q1 		$1.49M Buy
52,555
+13,250
+34% +$395K 0.91% 35
2017
Q4 		$1.22M Sell
39,305
-547
-1% -$19.6K 0.75% 45
2017
Q3 		$1.51M Sell
39,852
-200
-0.5% -$7.73K 1% 33
2017
Q2 		$1.55M Buy
40,052
+1,700
+4% +$65.7K 1.03% 34
2017
Q1 		$1.43M Sell
38,352
-18,274
-32% -$654K 1.03% 32
2016
Q4 		$1.93M Buy
+56,626
New +$1.9M 1.54% 18

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PPL Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its PPL Corp (PPL) stake by 0.65% in Q1 2026, buying an estimated $6.53K and bringing the position to 27,438 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #97.

Sterling Investment Advisors (Pennsylvania) first reported a position in PPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.8M in Q4 2021. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Sterling Investment Advisors (Pennsylvania) held 27,438 shares of PPL Corp worth $1.05M as of Q1 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 177 PPL Corp shares in Q1 2026, an estimated $6.53K.
  • PPL Corp made up 0.19% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #97 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in PPL Corp in Q4 2016 and has held it in 38 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s PPL Corp position peaked at $3.8M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.