XWM
PPL

Xcel Wealth Management’s PPL Corp PPL Stock Holding History

Xcel Wealth Management’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 		$795K Sell
21,866
-4,490
-17% -$166K 0.19% 85
2026
Q1 		$1.01M Sell
26,356
-7,198
-21% -$266K 0.28% 71
2025
Q4 		$1.18M Sell
33,554
-2,590
-7% -$93.4K 0.3% 67
2025
Q3 		$1.34M Hold
36,144
– – 0.35% 63
2025
Q2 		$1.22M Sell
36,144
-1,500
-4% -$52.2K 0.35% 59
2025
Q1 		$1.36M Sell
37,644
-9,500
-20% -$322K 0.42% 52
2024
Q4 		$1.53M Sell
47,144
-12,705
-21% -$418K 0.42% 46
2024
Q3 		$1.98M Sell
59,849
-138,055
-70% -$4.22M 0.58% 39
2024
Q2 		$5.47M Sell
197,904
-8,500
-4% -$238K 1.71% 16
2024
Q1 		$5.68M Sell
206,404
-9,718
-4% -$259K 1.78% 16
2023
Q4 		$5.86M Sell
216,122
-26,560
-11% -$674K 2.05% 13
2023
Q3 		$5.72M Sell
242,682
-29,518
-11% -$763K 2.26% 13
2023
Q2 		$7.2M Sell
272,200
-23,350
-8% -$644K 2.28% 13
2023
Q1 		$8.21M Sell
295,550
-14,155
-5% -$401K 2.89% 10
2022
Q4 		$9.05M Sell
309,705
-21,000
-6% -$577K 3.56% 7
2022
Q3 		$8.38M Sell
330,705
-9,500
-3% -$272K 3.12% 8
2022
Q2 		$9.23M Sell
340,205
-14,570
-4% -$418K 3.36% 5
2022
Q1 		$10.1M Buy
354,775
+157,310
+80% +$4.44M 2.78% 7
2021
Q4 		$5.94M Buy
197,465
+4,201
+2% +$121K 1.53% 22
2021
Q3 		$5.39M Buy
193,264
+12,345
+7% +$356K 1.56% 22
2021
Q2 		$5.06M Buy
+180,919
New +$5.23M 1.53% 20

Other funds holding PPL

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Xcel Wealth Management's PPL Position: Q2 2026 in Review

Xcel Wealth Management reduced its PPL Corp (PPL) stake by 17% in Q2 2026, selling an estimated $166K and leaving 21,866 shares worth $795K. The position accounts for 0.19% of the portfolio, ranked #85.

Xcel Wealth Management first reported a position in PPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.1M in Q1 2022. 347 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Xcel Wealth Management held 21,866 shares of PPL Corp worth $795K as of Q2 2026.
  • Xcel Wealth Management sold 4,490 PPL Corp shares in Q2 2026, an estimated $166K.
  • PPL Corp made up 0.19% of Xcel Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Xcel Wealth Management first reported a position in PPL Corp in Q2 2021 and has held it in 21 quarters since.
  • Xcel Wealth Management's PPL Corp position peaked at $10.1M in Q1 2022.
  • 347 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.