VFA
PPL

Valeo Financial Advisors’s PPL Corp PPL Stock Holding History

Valeo 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 		$268K Buy
7,378
+1,299
+21% +$48K 0.01% 656
2026
Q1 		$232K Sell
6,079
-7,440
-55% -$274K 0.01% 643
2025
Q4 		$473K Buy
13,519
+200
+2% +$7.21K 0.01% 477
2025
Q3 		$495K Sell
13,319
-271
-2% -$9.74K 0.01% 466
2025
Q2 		$461K Buy
13,590
+1,437
+12% +$50K 0.01% 471
2025
Q1 		$439K Buy
12,153
+29
+0.2% +$983 0.01% 444
2024
Q4 		$394K Sell
12,124
-236
-2% -$7.77K 0.01% 464
2024
Q3 		$409K Buy
12,360
+370
+3% +$11.3K 0.01% 459
2024
Q2 		$332K Buy
11,990
+1,805
+18% +$50.6K 0.01% 490
2024
Q1 		$279K Buy
10,185
+547
+6% +$14.6K 0.01% 527
2023
Q4 		$261K Buy
+9,638
New +$244K 0.01% 533
2023
Q1 		– Sell
-8,606
Closed -$251K – 665
2022
Q4 		$251K Buy
+8,606
New +$237K 0.01% 426
2021
Q2 		– Sell
-5,629
Closed -$162K – 1473
2021
Q1 		$162K Buy
5,629
+182
+3% +$5.1K 0.01% 495
2020
Q4 		$154K Buy
5,447
+2
+0% +$57 0.01% 468
2020
Q3 		$148K Sell
5,445
-215
-4% -$5.8K 0.01% 381
2020
Q2 		$146K Sell
5,660
-116
-2% -$3.02K 0.01% 388
2020
Q1 		$154K Sell
5,776
-863
-13% -$27.8K 0.02% 338
2019
Q4 		$238K Sell
6,639
-1,298
-16% -$43.5K 0.02% 287
2019
Q3 		$250K Buy
7,937
+802
+11% +$24.2K 0.03% 258
2019
Q2 		$221K Sell
7,135
-1,043
-13% -$32.3K 0.03% 270
2019
Q1 		$260K Buy
8,178
+1,552
+23% +$48.2K 0.03% 228
2018
Q4 		$188K Sell
6,626
-113
-2% -$3.43K 0.03% 268
2018
Q3 		$205K Sell
6,739
-812
-11% -$23.7K 0.03% 271
2018
Q2 		$219K Buy
7,551
+2,070
+38% +$57.3K 0.03% 267
2018
Q1 		$155K Buy
5,481
+321
+6% +$9.56K 0.02% 283
2017
Q4 		$160K Sell
5,160
-1,461
-22% -$52.5K 0.03% 270
2017
Q3 		$251K Buy
+6,621
New +$256K 0.06% 185

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

Valeo Financial Advisors's PPL Position: Q2 2026 in Review

Valeo Financial Advisors increased its PPL Corp (PPL) stake by 21% in Q2 2026, buying an estimated $48K and bringing the position to 7,378 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #656.

Valeo Financial Advisors first reported a position in PPL in Q3 2017 and has held it in 27 quarters since. The position peaked at $495K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Valeo Financial Advisors held 7,378 shares of PPL Corp worth $268K as of Q2 2026.
  • Valeo Financial Advisors bought 1,299 PPL Corp shares in Q2 2026, an estimated $48K.
  • PPL Corp made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #656 holding.
  • Valeo Financial Advisors first reported a position in PPL Corp in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's PPL Corp position peaked at $495K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.