DWP
PPL

Daymark Wealth Partners’s PPL Corp PPL Stock Holding History

Daymark 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
Q1 		– Sell
-5,789
Closed -$203K – 751
2025
Q4 		$203K Sell
5,789
-160
-3% -$5.77K 0.01% 590
2025
Q3 		$221K Buy
+5,949
New +$214K 0.01% 572

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daymark Wealth Partners's PPL Position: Q1 2026 in Review

Daymark Wealth Partners sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 5,789 shares — an estimated $203K sold.

Daymark Wealth Partners first reported a position in PPL in Q3 2025 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Daymark Wealth Partners reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 5,789 PPL Corp shares in Q1 2026, an estimated $203K.
  • Daymark Wealth Partners first reported a position in PPL Corp in Q3 2025 and held it in 2 quarters.
  • Daymark Wealth Partners's PPL Corp position peaked at $221K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.