SFS
PPL

Stiles Financial Services’s PPL Corp PPL Stock Holding History

Stiles Financial Services’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
Q2 		– Sell
-6,488
Closed -$234K – 180
2025
Q1 		$234K Buy
6,488
+51
+0.8% +$1.73K 0.09% 159
2024
Q4 		$209K Buy
6,437
+50
+0.8% +$1.65K 0.08% 175
2024
Q3 		$211K Buy
+6,387
New +$195K 0.07% 176

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stiles Financial Services's PPL Position: Q2 2025 in Review

Stiles Financial Services sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 6,488 shares — an estimated $234K sold.

Stiles Financial Services first reported a position in PPL in Q3 2024 and held it in 3 quarters. The position peaked at $234K in Q1 2025. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Stiles Financial Services reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
  • Stiles Financial Services sold 6,488 PPL Corp shares in Q2 2025, an estimated $234K.
  • Stiles Financial Services first reported a position in PPL Corp in Q3 2024 and held it in 3 quarters.
  • Stiles Financial Services's PPL Corp position peaked at $234K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Stiles Financial Services's 13F filing for Q2 2025, filed 24 Jul 2025.