Capstone Investment Advisors
PPL

Capstone Investment Advisors’s PPL Corp PPL Stock Holding History

Capstone 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 		$1.07M Buy
+29,509
New +$1.09M ﹤0.01% 915
2025
Q1 		– Sell
-10,948
Closed -$371K – 1766
2024
Q4 		$355K Buy
10,948
+10,135
+1,247% +$334K ﹤0.01% 1430
2024
Q3 		$26.9K Buy
813
+798
+5,320% +$24.4K ﹤0.01% 1840
2024
Q2 		$415 Buy
+15
New +$421 ﹤0.01% 2024
2024
Q1 		– Sell
-21,417
Closed -$570K – 2501
2023
Q4 		$580K Sell
21,417
-21,857
-51% -$554K ﹤0.01% 1275
2023
Q3 		$1.02M Buy
43,274
+20,868
+93% +$540K ﹤0.01% 984
2023
Q2 		$593K Buy
22,406
+6,889
+44% +$190K ﹤0.01% 1085
2023
Q1 		$431K Buy
+15,517
New +$439K ﹤0.01% 1057
2021
Q4 		– Sell
-46,152
Closed -$1.33M – 2047
2021
Q3 		$1.29M Buy
46,152
+14,711
+47% +$424K ﹤0.01% 1333
2021
Q2 		$879K Buy
31,441
+28,356
+919% +$819K ﹤0.01% 1266
2021
Q1 		$89K Sell
3,085
-98,560
-97% -$2.76M ﹤0.01% 1557
2020
Q4 		$2.87M Buy
101,645
+62,955
+163% +$1.79M 0.01% 770
2020
Q3 		$1.05M Buy
38,690
+14,242
+58% +$384K 0.01% 1004
2020
Q2 		$632K Buy
24,448
+22,914
+1,494% +$596K ﹤0.01% 1035
2020
Q1 		$38K Buy
+1,534
New +$49.4K ﹤0.01% 1089
2019
Q3 		– Sell
-14,632
Closed -$442K – 1425
2019
Q2 		$454K Buy
14,632
+9,143
+167% +$283K ﹤0.01% 1127
2019
Q1 		$174K Buy
+5,489
New +$171K ﹤0.01% 1157
2018
Q4 		– Sell
-9,550
Closed -$290K – 1342
2018
Q3 		$279K Buy
+9,550
New +$279K ﹤0.01% 938
2018
Q1 		– Sell
-7,500
Closed -$232K – 504
2017
Q4 		$232K Buy
+7,500
New +$269K 0.01% 414
2017
Q3 		– Sell
-18,311
Closed -$707K – 702
2017
Q2 		$707K Buy
+18,311
New +$708K 0.02% 368
2016
Q3 		– Sell
-127,540
Closed -$4.81M – 885
2016
Q2 		$4.81M Buy
127,540
+41,112
+48% +$1.57M 0.09% 140
2016
Q1 		$3.29M Buy
+86,428
New +$3.07M 0.1% 138

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

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

Capstone Investment Advisors opened a new position in PPL Corp (PPL) in Q2 2026: 29,509 shares worth $1.07M. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in PPL as recently as Q4 2024.

Capstone Investment Advisors first reported a position in PPL in Q1 2016 and has held it in 22 quarters since. The position peaked at $4.81M in Q2 2016. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Capstone Investment Advisors held 29,509 shares of PPL Corp worth $1.07M as of Q2 2026.
  • PPL Corp was a new Capstone Investment Advisors position in Q2 2026.
  • PPL Corp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #915 holding.
  • Capstone Investment Advisors first reported a position in PPL Corp in Q1 2016 and has held it in 22 quarters since.
  • Capstone Investment Advisors's PPL Corp position peaked at $4.81M in Q2 2016.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.