Dynasty Wealth Management’s PPL Corp PPL Stock Holding History

Dynasty Wealth Management’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	$1.54M	Sell	42,247 -15,572	-27%	-$575K	0.01%	147
2026 Q1	$2.21M	Sell	57,819 -3,683	-6%	-$136K	0.02%	124
2025 Q4	$2.15M	Buy	61,502 +2,829	+5%	+$102K	0.02%	126
2025 Q3	$2.18M	Buy	58,673 +4,189	+8%	+$151K	0.03%	111
2025 Q2	$1.85M	Buy	54,484 +2,062	+4%	+$71.8K	0.03%	92
2025 Q1	$1.89M	Buy	52,422 +2,577	+5%	+$87.4K	0.03%	96
2024 Q4	$1.62M	Buy	49,845 +39,330	+374%	+$1.3M	0.03%	112
2024 Q3	$348K	Buy	10,515 +1,796	+21%	+$55K	0.01%	193
2024 Q2	$241K	Buy	8,719 +1,412	+19%	+$39.6K	0.01%	227
2024 Q1	$201K	Buy	+7,307	New	+$194K	0.01%	250

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dynasty Wealth Management's PPL Position: Q2 2026 in Review

Dynasty Wealth Management reduced its PPL Corp (PPL) stake by 27% in Q2 2026, selling an estimated $575K and leaving 42,247 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #147.

Dynasty Wealth Management first reported a position in PPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Dynasty Wealth Management held 42,247 shares of PPL Corp worth $1.54M as of Q2 2026.
Dynasty Wealth Management sold 15,572 PPL Corp shares in Q2 2026, an estimated $575K.
PPL Corp made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #147 holding.
Dynasty Wealth Management first reported a position in PPL Corp in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's PPL Corp position peaked at $2.21M in Q1 2026.
1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.