Capstone Wealth Management Group (Pennsylvania)’s PPL Corp PPL Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$230K	Buy	6,340 +47	+0.7%	+$1.74K	0.08%	92
2026 Q1	$240K	Sell	6,293 -35	-0.6%	-$1.29K	0.1%	87
2025 Q4	$222K	Buy	6,328 +142	+2%	+$5.12K	0.09%	74
2025 Q3	$230K	Sell	6,186 -488	-7%	-$17.5K	0.1%	70
2025 Q2	$226K	Sell	6,674 -89	-1%	-$3.1K	0.22%	50
2025 Q1	$244K	Buy	6,763 +53	+0.8%	+$1.8K	0.14%	62
2024 Q4	$218K	Buy	6,710 +52	+0.8%	+$1.71K	0.12%	72
2024 Q3	$220K	Buy	+6,658	New	+$204K	0.13%	69

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s PPL Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its PPL Corp (PPL) stake by 0.75% in Q2 2026, buying an estimated $1.74K and bringing the position to 6,340 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #92.

Capstone Wealth Management Group (Pennsylvania) first reported a position in PPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $244K in Q1 2025. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 6,340 shares of PPL Corp worth $230K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 47 PPL Corp shares in Q2 2026, an estimated $1.74K.
PPL Corp made up 0.08% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #92 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in PPL Corp in Q3 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s PPL Corp position peaked at $244K in Q1 2025.
1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.