Evermay Wealth Management’s PPL Corp PPL Stock Holding History

Evermay 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	$61.2K	Buy	1,675 +675	+68%	+$24.9K	0.01%	335
2026 Q1	$38.5K	Hold	1,000	–	–	﹤0.01%	336
2025 Q4	$35.3K	Hold	1,000	–	–	﹤0.01%	343
2025 Q3	$37.4K	Hold	1,000	–	–	﹤0.01%	341
2025 Q2	$34.2K	Hold	1,000	–	–	﹤0.01%	344
2025 Q1	$36.4K	Hold	1,000	–	–	﹤0.01%	347
2024 Q4	$32.7K	Hold	1,000	–	–	0.01%	352
2024 Q3	$33.3K	Hold	1,000	–	–	0.01%	364
2024 Q2	$27.9K	Hold	1,000	–	–	﹤0.01%	388
2024 Q1	$27.8K	Hold	1,000	–	–	﹤0.01%	400
2023 Q4	$27.3K	Hold	1,000	–	–	0.01%	375
2023 Q3	$23.8K	Hold	1,000	–	–	﹤0.01%	366
2023 Q2	$26.7K	Hold	1,000	–	–	0.01%	357
2023 Q1	$28K	Sell	1,000 -200	-17%	-$5.66K	0.01%	345
2022 Q4	$35.3K	Hold	1,200	–	–	0.01%	323
2022 Q3	$31K	Hold	1,200	–	–	0.01%	314
2022 Q2	$33K	Sell	1,200 -48	-4%	-$1.38K	0.01%	308
2022 Q1	$36K	Sell	1,248 -1,488	-54%	-$42K	0.01%	329
2021 Q4	$82K	Buy	2,736 +166	+6%	+$4.79K	0.01%	236
2021 Q3	$72K	Hold	2,570	–	–	0.01%	236
2021 Q2	$72K	Buy	+2,570	New	+$74.3K	0.01%	244

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

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

Evermay Wealth Management increased its PPL Corp (PPL) stake by 68% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,675 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #335.

Evermay Wealth Management first reported a position in PPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $82K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Evermay Wealth Management held 1,675 shares of PPL Corp worth $61.2K as of Q2 2026.
Evermay Wealth Management bought 675 PPL Corp shares in Q2 2026, an estimated $24.9K.
PPL Corp made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #335 holding.
Evermay Wealth Management first reported a position in PPL Corp in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's PPL Corp position peaked at $82K in Q4 2021.
1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.