HWM
PPL

HB Wealth Management’s PPL Corp PPL Stock Holding History

HB 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 		$1.07M Sell
29,446
-1,386
-4% -$51.2K 0.01% 717
2026
Q1 		$1.18M Buy
30,832
+4,455
+17% +$164K 0.01% 603
2025
Q4 		$924K Buy
26,377
+3,735
+16% +$135K 0.01% 655
2025
Q3 		$841K Buy
22,642
+1,561
+7% +$56.1K 0.01% 666
2025
Q2 		$714K Buy
21,081
+80
+0.4% +$2.78K 0.01% 626
2025
Q1 		$758K Buy
21,001
+4,627
+28% +$157K 0.01% 625
2024
Q4 		$532K Buy
16,374
+8,919
+120% +$294K 0.01% 606
2024
Q3 		$247K Buy
+7,455
New +$228K ﹤0.01% 828

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

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

HB Wealth Management reduced its PPL Corp (PPL) stake by 4.5% in Q2 2026, selling an estimated $51.2K and leaving 29,446 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #717.

HB Wealth Management first reported a position in PPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2026. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • HB Wealth Management held 29,446 shares of PPL Corp worth $1.07M as of Q2 2026.
  • HB Wealth Management sold 1,386 PPL Corp shares in Q2 2026, an estimated $51.2K.
  • PPL Corp made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #717 holding.
  • HB Wealth Management first reported a position in PPL Corp in Q3 2024 and has held it in 8 quarters since.
  • HB Wealth Management's PPL Corp position peaked at $1.18M in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.