EFG
PPL

Ethos Financial Group’s PPL Corp PPL Stock Holding History

Ethos Financial 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 		$1.41M Sell
38,730
-10,427
-21% -$385K 0.09% 187
2026
Q1 		$1.72M Buy
49,157
+429
+0.9% +$15.8K 0.13% 149
2025
Q4 		$1.71M Sell
48,728
-1,798
-4% -$64.8K 0.13% 153
2025
Q3 		$1.88M Buy
50,526
+2,866
+6% +$103K 0.15% 128
2025
Q2 		$1.62M Sell
47,660
-1,271
-3% -$44.2K 0.14% 140
2025
Q1 		$1.77M Buy
+48,931
New +$1.66M 0.17% 122

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

Ethos Financial Group's PPL Position: Q2 2026 in Review

Ethos Financial Group reduced its PPL Corp (PPL) stake by 21% in Q2 2026, selling an estimated $385K and leaving 38,730 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #187.

Ethos Financial Group first reported a position in PPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.88M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Ethos Financial Group held 38,730 shares of PPL Corp worth $1.41M as of Q2 2026.
  • Ethos Financial Group sold 10,427 PPL Corp shares in Q2 2026, an estimated $385K.
  • PPL Corp made up 0.09% of Ethos Financial Group's portfolio in Q2 2026, its #187 holding.
  • Ethos Financial Group first reported a position in PPL Corp in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's PPL Corp position peaked at $1.88M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.