PPL β€” Ppl Corporation

Ownership history in Heritage Wealth Advisors  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Heritage Wealth Advisors reported a position in Ppl Corporation (PPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Heritage Wealth Advisors Γ— PPL AI Analytics

πŸ“‰ Heritage Wealth Advisors underperformed the S&P 500 by –62.9% annually on this PPL position. Maximum drawdown during holding period: –5.4%.

πŸ“ˆ Position Alpha vs SPY
-62.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 62.9% ann.
5 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–5.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PPL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 43 β€” 0% 0.00% $2K $36.59
2025 Q2 UNCHANGED 43 β€” 0% 0.00% $1K $33.11
2025 Q1 UNCHANGED 43 β€” 0% 0.00% $2K $35.00
2024 Q4 UNCHANGED 43 β€” 0% 0.00% $1K $31.21
2024 Q3 REDUCED 43 -390 -90.1% 0.00% $1K $31.56
2019 Q2 UNCHANGED 433 β€” 0% 0.00% $13K $23.39
2019 Q1 INITIATED 433 β€” β€” 0.00% $14K β€”

🏒 Other funds also holding PPL

As of 2025 Q4 β€” sorted by position size

Slocum, Gordon & Co LLP 4.03% REAVES W H & CO INC 3Y 7Y 2.71% Engle Capital Management, L.P. 3Y 7Y 2.7% Amplify Investments, LLC 2.67% Energy Income Partners, LLC 3Y 7Y 2.52% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.78% BERKSHIRE ASSET MANAGEMENT LLC/PA 3Y 7Y 1.75% Grandview Asset Management LLC 3Y 7Y 1.59% Galvin, Gaustad & Stein, LLC 3Y 1.56% MOUNT VERNON ASSOCIATES INC /MD/ 3Y 7Y 1.53%
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