Xcel Wealth Management
PPL icon

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
Q3 		– Sell
-21,866
Closed -$763K – 146
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Xcel Wealth Management's PPL Position: Q3 2026 in Review

Xcel Wealth Management sold out of PPL Corp (PPL) in Q3 2026, closing a stake of 21,866 shares — an estimated $763K sold.

Xcel Wealth Management first reported a position in PPL in Q2 2021 and held it in 21 quarters. The position peaked at $10.1M in Q1 2022. 717 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Xcel Wealth Management reported no remaining PPL Corp position as of Q3 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 21,866 PPL Corp shares in Q3 2026, an estimated $763K.
  • Xcel Wealth Management first reported a position in PPL Corp in Q2 2021 and held it in 21 quarters.
  • Xcel Wealth Management's PPL Corp position peaked at $10.1M in Q1 2022.
  • 717 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.