CFO
PPL

CVA Family Office’s PPL Corp PPL Stock Holding History

CVA Family Office’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 		$26.2K Sell
720
-223
-24% -$8.24K ﹤0.01% 747
2026
Q1 		$36K Buy
943
+631
+202% +$23.3K ﹤0.01% 664
2025
Q4 		$10.9K Buy
312
+13
+4% +$469 ﹤0.01% 783
2025
Q3 		$11.1K Buy
299
+127
+74% +$4.56K ﹤0.01% 787
2025
Q2 		$5.83K Sell
172
-292
-63% -$10.2K ﹤0.01% 870
2025
Q1 		$16.8K Buy
464
+57
+14% +$1.93K ﹤0.01% 710
2024
Q4 		$13.2K Buy
407
+276
+211% +$9.09K ﹤0.01% 745
2024
Q3 		$4.33K Buy
131
+22
+20% +$673 ﹤0.01% 867
2024
Q2 		$3.01K Buy
109
+59
+118% +$1.66K ﹤0.01% 899
2024
Q1 		$1.38K Hold
50
– – ﹤0.01% 967
2023
Q4 		$1.35K Buy
+50
New +$1.27K ﹤0.01% 948
2023
Q3 		– Sell
-2,165
Closed -$57.3K – 763
2023
Q2 		$57.3K Buy
2,165
+15
+0.7% +$414 0.01% 418
2023
Q1 		$59.7K Sell
2,150
-195
-8% -$5.52K 0.01% 406
2022
Q4 		$68.5K Buy
2,345
+195
+9% +$5.36K 0.02% 346
2022
Q3 		$55K Hold
2,150
– – 0.01% 344
2022
Q2 		$58K Hold
2,150
– – 0.02% 333
2022
Q1 		$61K Sell
2,150
-735
-25% -$20.7K 0.01% 359
2021
Q4 		$87K Buy
2,885
+870
+43% +$25.1K 0.02% 262
2021
Q3 		$55K Sell
2,015
-870
-30% -$25.1K 0.04% 172
2021
Q2 		$81K Buy
2,885
+35
+1% +$1.01K 0.02% 274
2021
Q1 		$82K Buy
+2,850
New +$79.8K 0.03% 207
2020
Q4 		– Sell
-2,015
Closed -$55K – 374
2020
Q3 		$55K Buy
2,015
+505
+33% +$13.6K 0.04% 172
2020
Q2 		$39K Hold
1,510
– – 0.03% 179
2020
Q1 		$37K Buy
+1,510
New +$48.7K 0.04% 165

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

CVA Family Office's PPL Position: Q2 2026 in Review

CVA Family Office reduced its PPL Corp (PPL) stake by 24% in Q2 2026, selling an estimated $8.24K and leaving 720 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

CVA Family Office first reported a position in PPL in Q1 2020 and has held it in 24 quarters since. The position peaked at $87K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • CVA Family Office held 720 shares of PPL Corp worth $26.2K as of Q2 2026.
  • CVA Family Office sold 223 PPL Corp shares in Q2 2026, an estimated $8.24K.
  • PPL Corp made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #747 holding.
  • CVA Family Office first reported a position in PPL Corp in Q1 2020 and has held it in 24 quarters since.
  • CVA Family Office's PPL Corp position peaked at $87K in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.