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Waverly Advisors’s PPL Corp PPL Stock Holding History

Waverly 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 		$1.21M Buy
33,370
+134
+0.4% +$4.95K 0.01% 827
2026
Q1 		$1.27M Buy
33,236
+1,726
+5% +$63.7K 0.01% 763
2025
Q4 		$1.1M Buy
31,510
+2,992
+10% +$108K 0.01% 731
2025
Q3 		$1.06M Buy
28,518
+606
+2% +$21.8K 0.01% 624
2025
Q2 		$946K Buy
27,912
+398
+1% +$13.9K 0.01% 630
2025
Q1 		$994K Buy
27,514
+512
+2% +$17.4K 0.01% 607
2024
Q4 		$876K Sell
27,002
-158
-0.6% -$5.2K 0.01% 546
2024
Q3 		$898K Sell
27,160
-1,280
-5% -$39.2K 0.02% 461
2024
Q2 		$786K Buy
28,440
+3,270
+13% +$91.7K 0.02% 477
2024
Q1 		$693K Buy
25,170
+1,487
+6% +$39.6K 0.02% 421
2023
Q4 		$642K Sell
23,683
-2,027
-8% -$51.4K 0.02% 269
2023
Q3 		$606K Buy
+25,710
New +$665K 0.03% 242
2015
Q4 		– Sell
-570
Closed -$19K – 329
2015
Q3 		$19K Buy
+570
New +$17.8K 0.01% 281
2015
Q1 		– Sell
-231
Closed -$8K – 411
2014
Q4 		$8K Hold
231
– – ﹤0.01% 342
2014
Q3 		$7K Sell
231
-125
-35% -$3.91K ﹤0.01% 563
2014
Q2 		$12K Buy
356
+55
+18% +$1.73K 0.01% 410
2014
Q1 		$9K Buy
301
+79
+36% +$2.29K ﹤0.01% 448
2013
Q4 		$6K Buy
222
+2
+0.9% +$56 ﹤0.01% 644
2013
Q3 		$6K Buy
+220
New +$6.31K ﹤0.01% 483

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 $3.38T AUM 44.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waverly Advisors's PPL Position: Q2 2026 in Review

Waverly Advisors increased its PPL Corp (PPL) stake by 0.4% in Q2 2026, buying an estimated $4.95K and bringing the position to 33,370 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #827.

Waverly Advisors first reported a position in PPL in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.27M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Waverly Advisors held 33,370 shares of PPL Corp worth $1.21M as of Q2 2026.
  • Waverly Advisors bought 134 PPL Corp shares in Q2 2026, an estimated $4.95K.
  • PPL Corp made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #827 holding.
  • Waverly Advisors first reported a position in PPL Corp in Q3 2013 and has held it in 19 quarters since.
  • Waverly Advisors's PPL Corp position peaked at $1.27M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.