WFAG
PPL

Wescott Financial Advisory Group’s PPL Corp PPL Stock Holding History

Wescott Financial Advisory Group’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
-7,008
Closed -$227K – 176
2024
Q4 		$227K Buy
7,008
+54
+0.8% +$1.78K 0.02% 158
2024
Q3 		$230K Buy
+6,954
New +$213K 0.02% 160

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

Wescott Financial Advisory Group's PPL Position: Q1 2025 in Review

Wescott Financial Advisory Group sold out of PPL Corp (PPL) in Q1 2025, closing a stake of 7,008 shares — an estimated $227K sold.

Wescott Financial Advisory Group first reported a position in PPL in Q3 2024 and held it in 2 quarters. The position peaked at $230K in Q3 2024. 907 funds tracked by Wall St. Rank hold PPL as of Q1 2025.

  • Wescott Financial Advisory Group reported no remaining PPL Corp position as of Q1 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 7,008 PPL Corp shares in Q1 2025, an estimated $227K.
  • Wescott Financial Advisory Group first reported a position in PPL Corp in Q3 2024 and held it in 2 quarters.
  • Wescott Financial Advisory Group's PPL Corp position peaked at $230K in Q3 2024.
  • 907 funds tracked by Wall St. Rank held PPL Corp as of Q1 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2025, filed 14 May 2025.