CSPIA
PPL

Cary Street Partners Investment Advisory’s PPL Corp PPL Stock Holding History

Cary Street Partners Investment Advisory’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 		$385K Buy
10,603
+366
+4% +$13.5K 0.08% 240
2026
Q1 		$391K Buy
10,237
+807
+9% +$29.8K 0.1% 223
2025
Q4 		$330K Buy
9,430
+48
+0.5% +$1.73K 0.09% 224
2025
Q3 		$349K Buy
9,382
+953
+11% +$34.2K 0.15% 158
2025
Q2 		$286K Sell
8,429
-54
-0.6% -$1.88K 0.14% 166
2025
Q1 		$306K Buy
8,483
+1,626
+24% +$55.1K 0.18% 145
2024
Q4 		$223K Sell
6,857
-5,324
-44% -$175K 0.15% 160
2024
Q3 		$403K Sell
12,181
-70
-0.6% -$2.14K 0.01% 543
2024
Q2 		$339K Buy
12,251
+2,912
+31% +$81.7K 0.01% 556
2024
Q1 		$257K Buy
9,339
+1,147
+14% +$30.5K 0.01% 595
2023
Q4 		$222K Buy
8,192
+421
+5% +$10.7K 0.01% 594
2023
Q3 		$183K Buy
7,771
+3,753
+93% +$97K 0.01% 573
2023
Q2 		$106K Buy
4,018
+1,788
+80% +$49.3K 0.01% 648
2023
Q1 		$62K Sell
2,230
-850
-28% -$24.1K ﹤0.01% 689
2022
Q4 		$90K Buy
+3,080
New +$84.7K 0.01% 607
2022
Q3 		– Sell
-3,558
Closed -$97K – 550
2022
Q2 		$97K Buy
+3,558
New +$102K 0.01% 511
2021
Q2 		– Sell
-12,302
Closed -$34K – 336
2021
Q1 		$34K Buy
12,302
+1,803
+17% +$50.5K 0.01% 280
2020
Q4 		$296K Buy
10,499
+7,856
+297% +$223K 0.06% 257
2020
Q3 		$72K Buy
+2,643
New +$71.3K 0.02% 426

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Cary Street Partners Investment Advisory's PPL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its PPL Corp (PPL) stake by 3.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 10,603 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #240.

Cary Street Partners Investment Advisory first reported a position in PPL in Q3 2020 and has held it in 19 quarters since. The position peaked at $403K in Q3 2024. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 10,603 shares of PPL Corp worth $385K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 366 PPL Corp shares in Q2 2026, an estimated $13.5K.
  • PPL Corp made up 0.08% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #240 holding.
  • Cary Street Partners Investment Advisory first reported a position in PPL Corp in Q3 2020 and has held it in 19 quarters since.
  • Cary Street Partners Investment Advisory's PPL Corp position peaked at $403K in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.