DWM
PPL

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
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
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

Dynasty Wealth Management's PPL Position: Q1 2026 in Review

Dynasty Wealth Management reduced its PPL Corp (PPL) stake by 6% in Q1 2026, selling an estimated $136K and leaving 57,819 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #124.

Dynasty Wealth Management first reported a position in PPL in Q1 2024 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Dynasty Wealth Management held 57,819 shares of PPL Corp worth $2.21M as of Q1 2026.
  • Dynasty Wealth Management sold 3,683 PPL Corp shares in Q1 2026, an estimated $136K.
  • PPL Corp made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Dynasty Wealth Management first reported a position in PPL Corp in Q1 2024 and has held it in 9 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.