BP
PPL

Ballentine Partners’s PPL Corp PPL Stock Holding History

Ballentine Partners’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 		$292K Buy
8,044
+2,171
+37% +$80.2K ﹤0.01% 806
2026
Q1 		$224K Buy
+5,873
New +$217K ﹤0.01% 881
2025
Q4 		– Sell
-6,129
Closed -$228K – 1070
2025
Q3 		$228K Sell
6,129
-296
-5% -$10.6K ﹤0.01% 854
2025
Q2 		$218K Buy
6,425
+566
+10% +$19.7K ﹤0.01% 849
2025
Q1 		$212K Buy
+5,859
New +$199K ﹤0.01% 778
2017
Q4 		– Sell
-5,961
Closed -$227K – 411
2017
Q3 		$227K Sell
5,961
-158
-3% -$6.11K 0.01% 323
2017
Q2 		$232K Buy
+6,119
New +$237K 0.02% 321
2016
Q4 		– Sell
-5,996
Closed -$208K – 223
2016
Q3 		$208K Sell
5,996
-1,150
-16% -$41.4K 0.02% 178
2016
Q2 		$270K Buy
7,146
+12
+0.2% +$457 0.02% 166
2016
Q1 		$272K Buy
7,134
+31
+0.4% +$1.1K 0.02% 168
2015
Q4 		$242K Buy
7,103
+70
+1% +$2.36K 0.02% 154
2015
Q3 		$231K Buy
+7,033
New +$220K 0.02% 141

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

Ballentine Partners's PPL Position: Q2 2026 in Review

Ballentine Partners increased its PPL Corp (PPL) stake by 37% in Q2 2026, buying an estimated $80.2K and bringing the position to 8,044 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Ballentine Partners first reported a position in PPL in Q3 2015 and has held it in 12 quarters since. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Ballentine Partners held 8,044 shares of PPL Corp worth $292K as of Q2 2026.
  • Ballentine Partners bought 2,171 PPL Corp shares in Q2 2026, an estimated $80.2K.
  • PPL Corp made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #806 holding.
  • Ballentine Partners first reported a position in PPL Corp in Q3 2015 and has held it in 12 quarters since.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.