TWP
PPL

Tower Wealth Partners’s PPL Corp PPL Stock Holding History

Tower Wealth Partners’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
Q1 		$1.33M Sell
34,783
-882
-2% -$32.5K 0.73% 20
2025
Q4 		$1.25M Sell
35,665
-364
-1% -$13.1K 0.69% 23
2025
Q3 		$1.34M Sell
36,029
-150
-0.4% -$5.39K 0.74% 21
2025
Q2 		$1.23M Sell
36,179
-8
-0% -$278 0.72% 21
2025
Q1 		$1.31M Sell
36,187
-1,194
-3% -$40.5K 0.7% 21
2024
Q4 		$1.21M Sell
37,381
-966
-3% -$31.8K 0.63% 23
2024
Q3 		$1.27M Sell
38,347
-924
-2% -$28.3K 0.74% 21
2024
Q2 		$1.09M Buy
39,271
+128
+0.3% +$3.59K 0.67% 21
2024
Q1 		$1.08M Hold
39,143
– – 0.7% 22
2023
Q4 		$1.06M Sell
39,143
-1,250
-3% -$31.7K 0.75% 20
2023
Q3 		$952K Sell
40,393
-400
-1% -$10.3K 0.78% 19
2023
Q2 		$1.08M Sell
40,793
-55
-0.1% -$1.52K 0.87% 17
2023
Q1 		$1.14M Hold
40,848
– – 0.95% 16
2022
Q4 		$1.19M Hold
40,848
– – 1.04% 16
2022
Q3 		$1.08M Sell
40,848
-310
-0.8% -$8.88K 1.03% 16
2022
Q2 		$1.12M Buy
41,158
+20
+0% +$574 1.48% 12
2022
Q1 		$1.18M Hold
41,138
– – 1.28% 13
2021
Q4 		$1.24M Buy
41,138
+1,397
+4% +$40.3K 1.25% 13
2021
Q3 		$1.11M Sell
39,741
-2,766
-7% -$79.8K 1.17% 13
2021
Q2 		$1.19M Sell
42,507
-800
-2% -$23.1K 1.31% 12
2021
Q1 		$1.25M Sell
43,307
-2,352
-5% -$65.9K 1.61% 11
2020
Q4 		$1.29M Buy
+45,659
New +$1.3M 1.48% 11

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tower Wealth Partners's PPL Position: Q1 2026 in Review

Tower Wealth Partners reduced its PPL Corp (PPL) stake by 2.5% in Q1 2026, selling an estimated $32.5K and leaving 34,783 shares worth $1.33M. The position accounts for 0.73% of the portfolio, ranked #20.

Tower Wealth Partners first reported a position in PPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q3 2025. 989 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Tower Wealth Partners held 34,783 shares of PPL Corp worth $1.33M as of Q1 2026.
  • Tower Wealth Partners sold 882 PPL Corp shares in Q1 2026, an estimated $32.5K.
  • PPL Corp made up 0.73% of Tower Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Tower Wealth Partners first reported a position in PPL Corp in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's PPL Corp position peaked at $1.34M in Q3 2025.
  • 989 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.