CFG
PPL

Cooper Financial Group’s PPL Corp PPL Stock Holding History

Cooper Financial Group’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 		– Sell
-16,339
Closed -$624K – 476
2026
Q1 		$624K Sell
16,339
-308
-2% -$11.4K 0.06% 227
2025
Q4 		$583K Sell
16,647
-56
-0.3% -$2.02K 0.06% 221
2025
Q3 		$621K Sell
16,703
-862
-5% -$31K 0.07% 203
2025
Q2 		$595K Sell
17,565
-72
-0.4% -$2.51K 0.07% 216
2025
Q1 		$637K Buy
17,637
+1,023
+6% +$34.7K 0.08% 205
2024
Q4 		$539K Buy
16,614
+1,943
+13% +$64K 0.06% 229
2024
Q3 		$485K Buy
+14,671
New +$449K 0.06% 248
2023
Q3 		– Sell
-12,623
Closed -$334K – 339
2023
Q2 		$334K Buy
12,623
+982
+8% +$27.1K 0.08% 240
2023
Q1 		$324K Buy
11,641
+1,716
+17% +$48.6K 0.09% 235
2022
Q4 		$290K Buy
9,925
+1,103
+13% +$30.3K 0.09% 228
2022
Q3 		$224K Buy
8,822
+1,436
+19% +$41.1K 0.08% 234
2022
Q2 		$200K Buy
7,386
+39
+0.5% +$1.12K 0.07% 245
2022
Q1 		$210K Buy
+7,347
New +$207K 0.08% 233
2021
Q1 		– Sell
-11,170
Closed -$315K – 291
2020
Q4 		$315K Buy
+11,170
New +$317K 0.06% 210

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

Cooper Financial Group's PPL Position: Q2 2026 in Review

Cooper Financial Group sold out of PPL Corp (PPL) in Q2 2026, closing a stake of 16,339 shares — an estimated $624K sold.

Cooper Financial Group first reported a position in PPL in Q4 2020 and held it in 14 quarters. The position peaked at $637K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Cooper Financial Group reported no remaining PPL Corp position as of Q2 2026 after selling out during the quarter.
  • Cooper Financial Group sold 16,339 PPL Corp shares in Q2 2026, an estimated $624K.
  • Cooper Financial Group first reported a position in PPL Corp in Q4 2020 and held it in 14 quarters.
  • Cooper Financial Group's PPL Corp position peaked at $637K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.