UCFA
PPL

United Capital Financial Advisors’s PPL Corp PPL Stock Holding History

United Capital Financial 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
2026
Q2 		$665K Sell
18,284
-2,378
-12% -$87.8K ﹤0.01% 984
2026
Q1 		$789K Buy
20,662
+5,931
+40% +$219K ﹤0.01% 855
2025
Q4 		$516K Buy
14,731
+2,203
+18% +$79.4K ﹤0.01% 947
2025
Q3 		$466K Buy
12,528
+39
+0.3% +$1.4K ﹤0.01% 878
2025
Q2 		$423K Sell
12,489
-10
-0.1% -$348 ﹤0.01% 822
2025
Q1 		$451K Buy
12,499
+775
+7% +$26.3K ﹤0.01% 775
2024
Q4 		$381K Buy
11,724
+126
+1% +$4.15K ﹤0.01% 809
2024
Q3 		$384K Sell
11,598
-879
-7% -$26.9K ﹤0.01% 799
2024
Q2 		$345K Buy
12,477
+527
+4% +$14.8K ﹤0.01% 801
2024
Q1 		$329K Buy
11,950
+456
+4% +$12.1K ﹤0.01% 852
2023
Q4 		$311K Buy
+11,494
New +$292K ﹤0.01% 853
2023
Q2 		– Sell
-7,861
Closed -$218K – 955
2023
Q1 		$218K Sell
7,861
-5,421
-41% -$154K ﹤0.01% 906
2022
Q4 		$388K Sell
13,282
-1,820
-12% -$50K ﹤0.01% 805
2022
Q3 		$383K Sell
15,102
-5,011
-25% -$143K ﹤0.01% 832
2022
Q2 		$546K Sell
20,113
-3,331
-14% -$95.6K ﹤0.01% 774
2022
Q1 		$670K Sell
23,444
-4,455
-16% -$126K ﹤0.01% 769
2021
Q4 		$839K Sell
27,899
-1,835
-6% -$53K ﹤0.01% 723
2021
Q3 		$829K Sell
29,734
-8,466
-22% -$244K ﹤0.01% 725
2021
Q2 		$1.07M Sell
38,200
-1,993
-5% -$57.6K 0.01% 678
2021
Q1 		$1.16M Sell
40,193
-2,587
-6% -$72.4K 0.01% 628
2020
Q4 		$1.21M Sell
42,780
-1,655
-4% -$47K 0.01% 628
2020
Q3 		$1.21M Buy
44,435
+2,281
+5% +$61.5K 0.01% 606
2020
Q2 		$1.09M Buy
42,154
+1,808
+4% +$47K 0.01% 640
2020
Q1 		$996K Sell
40,346
-130
-0.3% -$4.19K 0.01% 633
2019
Q4 		$1.45M Sell
40,476
-2,791
-6% -$93.5K 0.01% 672
2019
Q3 		$1.36M Buy
43,267
+5,280
+14% +$160K 0.01% 660
2019
Q2 		$1.18M Buy
37,987
+1,297
+4% +$40.2K 0.01% 765
2019
Q1 		$1.17M Buy
36,690
+21,174
+136% +$658K 0.01% 735
2018
Q4 		$440K Sell
15,516
-1,579
-9% -$48K ﹤0.01% 958
2018
Q3 		$500K Buy
17,095
+915
+6% +$26.7K ﹤0.01% 971
2018
Q2 		$462K Buy
16,180
+1,005
+7% +$27.8K ﹤0.01% 958
2018
Q1 		$429K Buy
15,175
+553
+4% +$16.5K ﹤0.01% 993
2017
Q4 		$453K Buy
14,622
+300
+2% +$10.8K ﹤0.01% 984
2017
Q3 		$544K Buy
14,322
+820
+6% +$31.7K ﹤0.01% 931
2017
Q2 		$522K Sell
13,502
-3,487
-21% -$135K ﹤0.01% 912
2017
Q1 		$635K Sell
16,989
-2,237
-12% -$80K 0.01% 861
2016
Q4 		$655K Sell
19,226
-228
-1% -$7.65K 0.01% 862
2016
Q3 		$673K Buy
19,454
+3,409
+21% +$123K 0.01% 880
2016
Q2 		$610K Sell
16,045
-2,256
-12% -$85.9K 0.01% 858
2016
Q1 		$697K Sell
18,301
-1,371
-7% -$48.7K 0.01% 790
2015
Q4 		$671K Sell
19,672
-2,596
-12% -$87.5K 0.01% 808
2015
Q3 		$732K Sell
22,268
-203
-0.9% -$6.35K 0.01% 778
2015
Q2 		$662K Buy
22,471
+9,107
+68% +$285K 0.01% 826
2015
Q1 		$424K Buy
13,364
+4,688
+54% +$151K 0.01% 964
2014
Q4 		$294K Buy
+8,676
New +$283K ﹤0.01% 971

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's PPL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its PPL Corp (PPL) stake by 12% in Q2 2026, selling an estimated $87.8K and leaving 18,284 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

United Capital Financial Advisors first reported a position in PPL in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.45M in Q4 2019. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • United Capital Financial Advisors held 18,284 shares of PPL Corp worth $665K as of Q2 2026.
  • United Capital Financial Advisors sold 2,378 PPL Corp shares in Q2 2026, an estimated $87.8K.
  • PPL Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #984 holding.
  • United Capital Financial Advisors first reported a position in PPL Corp in Q4 2014 and has held it in 45 quarters since.
  • United Capital Financial Advisors's PPL Corp position peaked at $1.45M in Q4 2019.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.