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 $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return