Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PPL holding history

PPL Corp in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PPL overview All 13F holders of PPL Full Q2 2026 holdings

Shares (Q2 2026): 21,866
Value: $794.8K
% of portfolio: 0.2%
Quarters held: 21; Since Q2 2021

Holdings of PPL by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,866	$794.8K	0.2%	−4,490−17.0%	Reduced	Holders
Q1 2026	26,356	$1.01M	0.3%	−7,198−21.5%	Reduced	Holders
Q4 2025	33,554	$1.18M	0.3%	−2,590−7.2%	Reduced	Holders
Q3 2025	36,144	$1.34M	0.3%	00.0%	Unchanged	Holders
Q2 2025	36,144	$1.22M	0.3%	−1,500−4.0%	Reduced	Holders
Q1 2025	37,644	$1.36M	0.4%	−9,500−20.2%	Reduced	Holders
Q4 2024	47,144	$1.53M	0.4%	−12,705−21.2%	Reduced	Holders
Q3 2024	59,849	$1.98M	0.6%	−138,055−69.8%	Reduced	Holders
Q2 2024	197,904	$5.47M	1.7%	−8,500−4.1%	Reduced	Holders
Q1 2024	206,404	$5.68M	1.8%	−9,718−4.5%	Reduced	Holders
Q4 2023	216,122	$5.86M	2.1%	−26,560−10.9%	Reduced	Holders
Q3 2023	242,682	$5.72M	2.3%	−29,518−10.8%	Reduced	Holders
Q2 2023	272,200	$7.20M	2.3%	−23,350−7.9%	Reduced	Holders
Q1 2023	295,550	$8.21M	2.9%	−14,155−4.6%	Reduced	Holders
Q4 2022	309,705	$9.05M	3.6%	−21,000−6.4%	Reduced	Holders
Q3 2022	330,705	$8.38M	3.1%	−9,500−2.8%	Reduced	Holders
Q2 2022	340,205	$9.23M	3.4%	−14,570−4.1%	Reduced	Holders
Q1 2022	354,775	$10.1M	2.8%	+157,310+79.7%	Added	Holders
Q4 2021	197,465	$5.94M	1.5%	+4,201+2.2%	Added	Holders
Q3 2021	193,264	$5.39M	1.6%	+12,345+6.8%	Added	Holders
Q2 2021	180,919	$5.06M	1.5%	+180,919	New	Holders