AGWCA
PPL

Annis Gardner Whiting Capital Advisors’s PPL Corp PPL Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-1,061
Closed -$40.8K – 1013
2026
Q1 		$40.8K Buy
1,061
+34
+3% +$1.25K 0.01% 611
2025
Q4 		$36.2K Buy
1,027
+548
+114% +$19.8K 0.01% 573
2025
Q3 		$17.9K Sell
479
-641
-57% -$23K ﹤0.01% 622
2025
Q2 		$38.1K Buy
1,120
+692
+162% +$24.1K 0.01% 460
2025
Q1 		$15.6K Buy
428
+35
+9% +$1.19K 0.01% 492
2024
Q4 		$12.9K Sell
393
-1
-0.3% -$33 ﹤0.01% 499
2024
Q3 		$13.1K Hold
394
– – ﹤0.01% 516
2024
Q2 		$11K Buy
394
+100
+34% +$2.81K ﹤0.01% 674
2024
Q1 		$8.15K Buy
294
+59
+25% +$1.57K ﹤0.01% 697
2023
Q4 		$6.4K Buy
235
+98
+72% +$2.48K ﹤0.01% 519
2023
Q3 		$3.28K Buy
+137
New +$3.54K ﹤0.01% 566

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PPL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of PPL Corp (PPL) in Q2 2026, closing a stake of 1,061 shares — an estimated $40.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PPL in Q3 2023 and held it in 11 quarters. The position peaked at $40.8K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining PPL Corp position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,061 PPL Corp shares in Q2 2026, an estimated $40.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in PPL Corp in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's PPL Corp position peaked at $40.8K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.