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
Q2 		$265K Sell
7,291
-51
-0.7% -$1.88K 0.01% 314
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 $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
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

Cassaday & Co Wealth Management's PPL Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its PPL Corp (PPL) stake by 0.69% in Q2 2026, selling an estimated $1.88K and leaving 7,291 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #314.

Cassaday & Co Wealth Management first reported a position in PPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Cassaday & Co Wealth Management held 7,291 shares of PPL Corp worth $265K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 51 PPL Corp shares in Q2 2026, an estimated $1.88K.
  • PPL Corp made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Cassaday & Co Wealth Management first reported a position in PPL Corp in Q3 2025 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's PPL Corp position peaked at $280K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.