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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
Q3 		$242K Sell
7,365
-13
-0.2% -$453 0.01% 705
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

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

Valeo Financial Advisors's PPL Position: Q3 2026 in Review

Valeo Financial Advisors reduced its PPL Corp (PPL) stake by 0.18% in Q3 2026, selling an estimated $453 and leaving 7,365 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #705.

Valeo Financial Advisors first reported a position in PPL in Q3 2017 and has held it in 28 quarters since. The position peaked at $495K in Q3 2025. 32 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Valeo Financial Advisors held 7,365 shares of PPL Corp worth $242K as of Q3 2026.
  • Valeo Financial Advisors sold 13 PPL Corp shares in Q3 2026, an estimated $453.
  • PPL Corp made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #705 holding.
  • Valeo Financial Advisors first reported a position in PPL Corp in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's PPL Corp position peaked at $495K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.