CCWM
PPL

Cassaday & Co Wealth Management’s PPL Corp PPL Stock Holding History

Cassaday & Co Wealth Management’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 		$280K Buy
7,342
+51
+0.7% +$1.88K 0.01% 296
2025
Q4 		$255K Hold
7,291
– – 0.01% 313
2025
Q3 		$271K Buy
+7,291
New +$262K 0.01% 293

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

Cassaday & Co Wealth Management's PPL Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its PPL Corp (PPL) stake by 0.7% in Q1 2026, buying an estimated $1.88K and bringing the position to 7,342 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #296.

Cassaday & Co Wealth Management first reported a position in PPL in Q3 2025 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Cassaday & Co Wealth Management held 7,342 shares of PPL Corp worth $280K as of Q1 2026.
  • Cassaday & Co Wealth Management bought 51 PPL Corp shares in Q1 2026, an estimated $1.88K.
  • PPL Corp made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #296 holding.
  • Cassaday & Co Wealth Management first reported a position in PPL Corp in Q3 2025 and has held it in 3 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.