CAWM
PPL

Capital A Wealth Management’s PPL Corp PPL Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$24.9K Buy
918
+275
+43% +$9.57K 0.28% 123
2025
Q1 		$23.2K Sell
643
-1,632
-72% -$55.3K 0.02% 212
2024
Q4 		$73.8K Buy
+2,275
New +$74.9K 0.12% 126

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's PPL Position: Q2 2025 in Review

Capital A Wealth Management increased its PPL Corp (PPL) stake by 43% in Q2 2025, buying an estimated $9.57K and bringing the position to 918 shares worth $24.9K. The position accounts for 0.28% of the portfolio, ranked #123.

Capital A Wealth Management first reported a position in PPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $73.8K in Q4 2024. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

  • Capital A Wealth Management held 918 shares of PPL Corp worth $24.9K as of Q2 2025.
  • Capital A Wealth Management bought 275 PPL Corp shares in Q2 2025, an estimated $9.57K.
  • PPL Corp made up 0.28% of Capital A Wealth Management's portfolio in Q2 2025, its #123 holding.
  • Capital A Wealth Management first reported a position in PPL Corp in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's PPL Corp position peaked at $73.8K in Q4 2024.
  • 895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.