BCP
PPL

Berkeley Capital Partners’s PPL Corp PPL Stock Holding History

Berkeley Capital 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
Q1 		$306K Sell
8,014
-26,391
-77% -$974K 0.07% 150
2025
Q4 		$1.2M Sell
34,405
-13,253
-28% -$478K 0.28% 70
2025
Q3 		$1.77M Buy
47,658
+1,135
+2% +$40.8K 0.42% 44
2025
Q2 		$1.58M Sell
46,523
-236
-0.5% -$8.21K 0.4% 49
2025
Q1 		$1.69M Buy
46,759
+1,473
+3% +$49.9K 0.46% 44
2024
Q4 		$1.47M Buy
45,286
+780
+2% +$25.7K 0.41% 46
2024
Q3 		$1.47M Sell
44,506
-7,209
-14% -$221K 0.42% 49
2024
Q2 		$1.43M Sell
51,715
-2,575
-5% -$72.2K 0.43% 43
2024
Q1 		$1.49M Buy
54,290
+4,489
+9% +$119K 0.46% 43
2023
Q4 		$1.35M Sell
49,801
-8,125
-14% -$206K 0.45% 41
2023
Q3 		$1.36M Buy
57,926
+6,220
+12% +$161K 0.49% 39
2023
Q2 		$1.37M Buy
51,706
+7,010
+16% +$193K 0.48% 39
2023
Q1 		$1.24M Buy
44,696
+4,501
+11% +$127K 0.46% 43
2022
Q4 		$1.17M Buy
40,195
+2,661
+7% +$73.2K 0.45% 44
2022
Q3 		$951K Buy
37,534
+11,041
+42% +$316K 0.41% 50
2022
Q2 		$719K Buy
26,493
+5,085
+24% +$146K 0.3% 66
2022
Q1 		$611K Buy
+21,408
New +$604K 0.24% 84
2020
Q1 		– Sell
-7,457
Closed -$268K – 128
2019
Q4 		$268K Buy
+7,457
New +$250K 0.14% 119
2019
Q2 		– Sell
-7,421
Closed -$236K – 131
2019
Q1 		$236K Buy
+7,421
New +$231K 0.12% 121

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkeley Capital Partners's PPL Position: Q1 2026 in Review

Berkeley Capital Partners reduced its PPL Corp (PPL) stake by 77% in Q1 2026, selling an estimated $974K and leaving 8,014 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #150.

Berkeley Capital Partners first reported a position in PPL in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.77M in Q3 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Berkeley Capital Partners held 8,014 shares of PPL Corp worth $306K as of Q1 2026.
  • Berkeley Capital Partners sold 26,391 PPL Corp shares in Q1 2026, an estimated $974K.
  • PPL Corp made up 0.07% of Berkeley Capital Partners's portfolio in Q1 2026, its #150 holding.
  • Berkeley Capital Partners first reported a position in PPL Corp in Q1 2019 and has held it in 19 quarters since.
  • Berkeley Capital Partners's PPL Corp position peaked at $1.77M in Q3 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.