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Strategic Financial Concepts’s PPL Corp PPL Stock Holding History

Strategic Financial Concepts’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
-13,590
Closed -$505K – 250
2025
Q3 		$505K Buy
13,590
+559
+4% +$20.1K 0.07% 134
2025
Q2 		$442K Buy
+13,031
New +$454K 0.06% 155
2024
Q3 		– Sell
-11,364
Closed -$5.5K – 584
2024
Q2 		$5.5K Buy
+11,364
New +$319K ﹤0.01% 467

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Financial Concepts's PPL Position: Q4 2025 in Review

Strategic Financial Concepts sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 13,590 shares — an estimated $505K sold.

Strategic Financial Concepts first reported a position in PPL in Q2 2024 and held it in 3 quarters. The position peaked at $505K in Q3 2025. 970 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • Strategic Financial Concepts reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,590 PPL Corp shares in Q4 2025, an estimated $505K.
  • Strategic Financial Concepts first reported a position in PPL Corp in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's PPL Corp position peaked at $505K in Q3 2025.
  • 970 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.