CAG
PPL

Crestwood Advisors Group’s PPL Corp PPL Stock Holding History

Crestwood Advisors 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 		$326K Buy
8,979
+2,469
+38% +$91.2K ﹤0.01% 648
2026
Q1 		$249K Buy
+6,510
New +$240K ﹤0.01% 654
2017
Q2 		– Sell
-150
Closed -$6K – 368
2017
Q1 		$6K Buy
+150
New +$5.37K ﹤0.01% 465

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

Crestwood Advisors Group's PPL Position: Q2 2026 in Review

Crestwood Advisors Group increased its PPL Corp (PPL) stake by 38% in Q2 2026, buying an estimated $91.2K and bringing the position to 8,979 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Crestwood Advisors Group first reported a position in PPL in Q1 2017 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Crestwood Advisors Group held 8,979 shares of PPL Corp worth $326K as of Q2 2026.
  • Crestwood Advisors Group bought 2,469 PPL Corp shares in Q2 2026, an estimated $91.2K.
  • PPL Corp made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #648 holding.
  • Crestwood Advisors Group first reported a position in PPL Corp in Q1 2017 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.