BWP
PPL

Bernardo Wealth Planning’s PPL Corp PPL Stock Holding History

Bernardo Wealth Planning’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 		$207K Buy
+5,687
New +$210K 0.04% 135
2025
Q2 		– Sell
-6,376
Closed -$230K – 125
2025
Q1 		$230K Buy
6,376
+41
+0.6% +$1.39K 0.06% 101
2024
Q4 		$201K Buy
6,335
+57
+0.9% +$1.88K 0.05% 107
2024
Q3 		$203K Buy
+6,278
New +$192K 0.05% 110
2021
Q2 		– Sell
-7,221
Closed -$208K – 80
2021
Q1 		$208K Sell
7,221
-41,518
-85% -$1.16M 0.13% 72
2020
Q4 		$1.37M Sell
48,739
-3,904
-7% -$111K 0.53% 34
2020
Q3 		$1.43M Sell
52,643
-400
-0.8% -$10.8K 0.64% 30
2020
Q2 		$1.37M Buy
53,043
+4,666
+10% +$121K 0.74% 29
2020
Q1 		$1.19M Buy
48,377
+4,734
+11% +$153K 0.83% 32
2019
Q4 		$1.56M Sell
43,643
-280
-0.6% -$9.38K 0.95% 27
2019
Q3 		$1.38M Sell
43,923
-1,321
-3% -$39.9K 1% 25
2019
Q2 		$1.4M Buy
45,244
+1,702
+4% +$52.8K 1.1% 25
2019
Q1 		$1.38M Buy
43,542
+68
+0.2% +$2.11K 1.09% 26
2018
Q4 		$1.23M Buy
+43,474
New +$1.32M 1.09% 21

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

Bernardo Wealth Planning's PPL Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in PPL Corp (PPL) in Q2 2026: 5,687 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in PPL as recently as Q1 2025.

Bernardo Wealth Planning first reported a position in PPL in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.56M in Q4 2019. 1,033 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Bernardo Wealth Planning held 5,687 shares of PPL Corp worth $207K as of Q2 2026.
  • PPL Corp was a new Bernardo Wealth Planning position in Q2 2026.
  • PPL Corp made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #135 holding.
  • Bernardo Wealth Planning first reported a position in PPL Corp in Q4 2018 and has held it in 14 quarters since.
  • Bernardo Wealth Planning's PPL Corp position peaked at $1.56M in Q4 2019.
  • 1,033 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.