CIA
PPL icon

Capital Investment Advisors’s PPL Corp PPL Stock Holding History

Capital Investment 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 		$257K Sell
7,077
-158
-2% -$5.84K ﹤0.01% 684
2026
Q1 		$276K Sell
7,235
-137
-2% -$5.05K ﹤0.01% 633
2025
Q4 		$258K Buy
7,372
+399
+6% +$14.4K ﹤0.01% 633
2025
Q3 		$259K Sell
6,973
-234
-3% -$8.41K ﹤0.01% 630
2025
Q2 		$244K Sell
7,207
-585
-8% -$20.4K ﹤0.01% 617
2025
Q1 		$281K Buy
7,792
+1,537
+25% +$52.1K 0.01% 565
2024
Q4 		$203K Buy
6,255
+51
+0.8% +$1.68K ﹤0.01% 621
2024
Q3 		$205K Buy
+6,204
New +$190K ﹤0.01% 617
2021
Q3 		– Sell
-13,120
Closed -$367K – 589
2021
Q2 		$367K Buy
+13,120
New +$379K 0.01% 415

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 $3.38T AUM 44.17% 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

Capital Investment Advisors's PPL Position: Q2 2026 in Review

Capital Investment Advisors reduced its PPL Corp (PPL) stake by 2.2% in Q2 2026, selling an estimated $5.84K and leaving 7,077 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Capital Investment Advisors first reported a position in PPL in Q2 2021 and has held it in 9 quarters since. The position peaked at $367K in Q2 2021. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Capital Investment Advisors held 7,077 shares of PPL Corp worth $257K as of Q2 2026.
  • Capital Investment Advisors sold 158 PPL Corp shares in Q2 2026, an estimated $5.84K.
  • PPL Corp made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #684 holding.
  • Capital Investment Advisors first reported a position in PPL Corp in Q2 2021 and has held it in 9 quarters since.
  • Capital Investment Advisors's PPL Corp position peaked at $367K in Q2 2021.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.