VFA
PPL

Values First Advisors’s PPL Corp PPL Stock Holding History

Values First 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
2025
Q1 		– Sell
-333
Closed -$10.8K – 220
2024
Q4 		$10.8K Buy
333
+2
+0.6% +$66 0.01% 215
2024
Q3 		$11K Buy
+331
New +$10.1K 0.01% 266
2023
Q2 		– Sell
-317
Closed -$8.82K – 288
2023
Q1 		$8.82K Buy
+317
New +$8.98K 0.01% 219

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Values First Advisors's PPL Position: Q1 2025 in Review

Values First Advisors sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 333 shares — an estimated $10.8K sold.

Values First Advisors first reported a position in PPL in Q1 2023 and held it in 3 quarters. The position peaked at $11K in Q3 2024. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Values First Advisors reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
  • Values First Advisors sold 333 PPL Corp shares in Q1 2025, an estimated $10.8K.
  • Values First Advisors first reported a position in PPL Corp in Q1 2023 and held it in 3 quarters.
  • Values First Advisors's PPL Corp position peaked at $11K in Q3 2024.
  • 907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.