WA
PPL

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's PPL Position: Q1 2026 in Review

Waverly Advisors increased its PPL Corp (PPL) stake by 5.5% in Q1 2026, buying an estimated $63.7K and bringing the position to 33,236 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #763.

Waverly Advisors first reported a position in PPL in Q3 2013 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Waverly Advisors held 33,236 shares of PPL Corp worth $1.27M as of Q1 2026.
  • Waverly Advisors bought 1,726 PPL Corp shares in Q1 2026, an estimated $63.7K.
  • PPL Corp made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #763 holding.
  • Waverly Advisors first reported a position in PPL Corp in Q3 2013 and has held it in 18 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.