CWMGP
PPL

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s PPL Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its PPL Corp (PPL) stake by 0.55% in Q1 2026, selling an estimated $1.29K and leaving 6,293 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #87.

Capstone Wealth Management Group (Pennsylvania) first reported a position in PPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $244K in Q1 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 6,293 shares of PPL Corp worth $240K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 35 PPL Corp shares in Q1 2026, an estimated $1.29K.
  • PPL Corp made up 0.1% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #87 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in PPL Corp in Q3 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s PPL Corp position peaked at $244K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.