CWP
PPL

Concord Wealth Partners’s PPL Corp PPL Stock Holding History

Concord Wealth Partners’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 		$46K Buy
+1,266
New +$46.8K 0.01% 378
2026
Q1 		– Sell
-1,266
Closed -$44.3K – 638
2025
Q4 		$44.3K Hold
1,266
– – 0.01% 345
2025
Q3 		$47K Hold
1,266
– – 0.01% 348
2025
Q2 		$42.9K Hold
1,266
– – 0.01% 365
2025
Q1 		$45.7K Buy
1,266
+257
+25% +$8.71K 0.01% 330
2024
Q4 		$32.8K Hold
1,009
– – 0.01% 391
2024
Q3 		$33.4K Hold
1,009
– – 0.01% 394
2024
Q2 		$27.9K Hold
1,009
– – ﹤0.01% 380
2024
Q1 		$27.8K Hold
1,009
– – 0.01% 446
2023
Q4 		$27.3K Sell
1,009
-1,060
-51% -$26.9K 0.01% 440
2023
Q3 		$48.7K Hold
2,069
– – 0.01% 383
2023
Q2 		$54.7K Hold
2,069
– – 0.01% 355
2023
Q1 		$57.5K Hold
2,069
– – 0.02% 325
2022
Q4 		$60.5K Buy
+2,069
New +$56.9K 0.02% 338
2022
Q3 		– Sell
-2,214
Closed -$60K – 872
2022
Q2 		$60K Buy
2,214
+19
+0.9% +$545 0.02% 335
2022
Q1 		$63K Hold
2,195
– – 0.02% 388
2021
Q4 		$66K Buy
2,195
+126
+6% +$3.64K 0.02% 402
2021
Q3 		$58K Sell
2,069
-126
-6% -$3.63K 0.02% 192
2021
Q2 		$61K Sell
2,195
-5
-0.2% -$144 0.02% 318
2021
Q1 		$63K Buy
2,200
+131
+6% +$3.67K 0.02% 297
2020
Q4 		$58K Buy
+2,069
New +$58.7K 0.04% 188

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

Concord Wealth Partners's PPL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in PPL Corp (PPL) in Q2 2026: 1,266 shares worth $46K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PPL as recently as Q4 2025.

Concord Wealth Partners first reported a position in PPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $66K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Concord Wealth Partners held 1,266 shares of PPL Corp worth $46K as of Q2 2026.
  • PPL Corp was a new Concord Wealth Partners position in Q2 2026.
  • PPL Corp made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #378 holding.
  • Concord Wealth Partners first reported a position in PPL Corp in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's PPL Corp position peaked at $66K in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.