SWA
PPL

Stratos Wealth Advisors’s PPL Corp PPL Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-8,311
Closed -$270K – 725
2024
Q4 		$270K Buy
8,311
+11
+0.1% +$362 0.01% 602
2024
Q3 		$275K Sell
8,300
-307
-4% -$9.39K 0.01% 625
2024
Q2 		$238K Sell
8,607
-1,668
-16% -$46.8K 0.01% 620
2024
Q1 		$283K Sell
10,275
-128
-1% -$3.41K 0.02% 562
2023
Q4 		$282K Sell
10,403
-2,586
-20% -$65.6K 0.02% 569
2023
Q3 		$306K Sell
12,989
-1,655
-11% -$42.8K 0.02% 524
2023
Q2 		$387K Buy
+14,644
New +$404K 0.03% 467
2020
Q3 		– Sell
-107,725
Closed -$2.78M – 313
2020
Q2 		$2.78M Buy
+107,725
New +$2.8M 0.85% 35

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stratos Wealth Advisors's PPL Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 8,311 shares — an estimated $270K sold.

Stratos Wealth Advisors first reported a position in PPL in Q2 2020 and held it in 8 quarters. The position peaked at $2.78M in Q2 2020. 908 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 8,311 PPL Corp shares in Q1 2025, an estimated $270K.
  • Stratos Wealth Advisors first reported a position in PPL Corp in Q2 2020 and held it in 8 quarters.
  • Stratos Wealth Advisors's PPL Corp position peaked at $2.78M in Q2 2020.
  • 908 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.