SP
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Successful Portfolios’s PPL Corp PPL Stock Holding History

Successful Portfolios’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
Q3 		$241K Buy
7,310
+46
+0.6% +$1.6K 0.11% 165
2026
Q2 		$260K Sell
7,264
-484
-6% -$17.9K 0.12% 156
2026
Q1 		$296K Hold
7,748
– – 0.16% 132
2025
Q4 		$268K Buy
7,748
+86
+1% +$3.1K 0.14% 147
2025
Q3 		$285K Sell
7,662
-33
-0.4% -$1.19K 0.17% 126
2025
Q2 		$261K Sell
7,695
-690
-8% -$24K 0.16% 129
2025
Q1 		$303K Buy
8,385
+49
+0.6% +$1.66K 0.21% 107
2024
Q4 		$271K Buy
8,336
+48
+0.6% +$1.58K 0.18% 116
2024
Q3 		$274K Buy
+8,288
New +$254K 0.19% 115

Other funds holding PPL

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Successful Portfolios's PPL Position: Q3 2026 in Review

Successful Portfolios increased its PPL Corp (PPL) stake by 0.63% in Q3 2026, buying an estimated $1.6K and bringing the position to 7,310 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #165.

Successful Portfolios first reported a position in PPL in Q3 2024 and has held it in 9 quarters since. The position peaked at $303K in Q1 2025. 32 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Successful Portfolios held 7,310 shares of PPL Corp worth $241K as of Q3 2026.
  • Successful Portfolios bought 46 PPL Corp shares in Q3 2026, an estimated $1.6K.
  • PPL Corp made up 0.11% of Successful Portfolios's portfolio in Q3 2026, its #165 holding.
  • Successful Portfolios first reported a position in PPL Corp in Q3 2024 and has held it in 9 quarters since.
  • Successful Portfolios's PPL Corp position peaked at $303K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.