SPIA
PPL

Steward Partners Investment Advisory’s PPL Corp PPL Stock Holding History

Steward Partners Investment Advisory’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 		$1.39M Buy
36,425
+2,558
+8% +$94.4K 0.01% 997
2025
Q4 		$1.19M Sell
33,867
-233
-0.7% -$8.4K 0.01% 992
2025
Q3 		$1.27M Sell
34,100
-2,430
-7% -$87.3K 0.01% 955
2025
Q2 		$1.24M Sell
36,530
-4,588
-11% -$160K 0.01% 896
2025
Q1 		$1.48M Sell
41,118
-1,544
-4% -$52.4K 0.01% 770
2024
Q4 		$1.38M Sell
42,662
-3,571
-8% -$118K 0.01% 757
2024
Q3 		$1.53M Buy
46,233
+15,477
+50% +$474K 0.01% 716
2024
Q2 		$850K Buy
30,756
+279
+0.9% +$7.83K 0.01% 867
2024
Q1 		$839K Sell
30,477
-1,430
-4% -$38.1K 0.01% 860
2023
Q4 		$865K Sell
31,907
-1,547
-5% -$39.2K 0.01% 783
2023
Q3 		$788K Sell
33,454
-758
-2% -$19.6K 0.01% 764
2023
Q2 		$905K Sell
34,212
-761
-2% -$21K 0.01% 721
2023
Q1 		$972K Sell
34,973
-20,468
-37% -$580K 0.02% 702
2022
Q4 		$1.62M Sell
55,441
-66,615
-55% -$1.83M 0.03% 514
2022
Q3 		$3.09M Buy
122,056
+34,271
+39% +$981K 0.06% 327
2022
Q2 		$2.38M Buy
87,785
+15,412
+21% +$442K 0.04% 384
2022
Q1 		$2.07M Buy
72,373
+14,789
+26% +$417K 0.03% 461
2021
Q4 		$1.73M Sell
57,584
-971
-2% -$28K 0.03% 529
2021
Q3 		$1.63M Buy
58,555
+1,668
+3% +$48.1K 0.03% 509
2021
Q2 		$1.59M Sell
56,887
-11,271
-17% -$326K 0.03% 518
2021
Q1 		$1.97M Buy
68,158
+21,161
+45% +$592K 0.03% 437
2020
Q4 		$1.32M Buy
46,997
+5,456
+13% +$155K 0.03% 475
2020
Q3 		$1.13M Buy
41,541
+632
+2% +$17K 0.03% 452
2020
Q2 		$1.06M Buy
40,909
+511
+1% +$13.3K 0.03% 436
2020
Q1 		$997K Sell
40,398
-4,669
-10% -$150K 0.04% 388
2019
Q4 		$1.62M Buy
45,067
+1,220
+3% +$40.9K 0.05% 342
2019
Q3 		$1.38M Buy
43,847
+4,088
+10% +$124K 0.05% 343
2019
Q2 		$1.23M Buy
39,759
+898
+2% +$27.8K 0.05% 345
2019
Q1 		$1.23M Buy
38,861
+1,815
+5% +$56.4K 0.05% 320
2018
Q4 		$1.05M Sell
37,046
-1,568
-4% -$47.6K 0.05% 330
2018
Q3 		$1.13M Buy
38,614
+2,086
+6% +$60.9K 0.05% 316
2018
Q2 		$1.04M Buy
36,528
+4,378
+14% +$121K 0.06% 292
2018
Q1 		$909K Buy
32,150
+583
+2% +$17.4K 0.06% 281
2017
Q4 		$977K Buy
31,567
+870
+3% +$31.3K 0.07% 234
2017
Q3 		$1.16M Buy
30,697
+1,588
+5% +$61.4K 0.12% 171
2017
Q2 		$1.13M Sell
29,109
-3,953
-12% -$153K 0.13% 163
2017
Q1 		$1.24M Buy
33,062
+4,240
+15% +$152K 0.19% 112
2016
Q4 		$981K Buy
+28,822
New +$967K 0.45% 46

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

Steward Partners Investment Advisory's PPL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its PPL Corp (PPL) stake by 7.6% in Q1 2026, buying an estimated $94.4K and bringing the position to 36,425 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #997.

Steward Partners Investment Advisory first reported a position in PPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.09M in Q3 2022. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Steward Partners Investment Advisory held 36,425 shares of PPL Corp worth $1.39M as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,558 PPL Corp shares in Q1 2026, an estimated $94.4K.
  • PPL Corp made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #997 holding.
  • Steward Partners Investment Advisory first reported a position in PPL Corp in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's PPL Corp position peaked at $3.09M in Q3 2022.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.