IWA
PPL

Icon Wealth Advisors’s PPL Corp PPL Stock Holding History

Icon Wealth Advisors’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 		$2M Buy
54,894
+307
+0.6% +$11.3K 0.12% 121
2026
Q1 		$2.11M Buy
54,587
+30
+0.1% +$1.11K 0.14% 104
2025
Q4 		$1.91M Buy
54,557
+263
+0.5% +$9.48K 0.13% 113
2025
Q3 		$2.02M Buy
54,294
+5,774
+12% +$207K 0.14% 110
2025
Q2 		$1.64M Sell
48,520
-61
-0.1% -$2.12K 0.12% 138
2025
Q1 		$1.75M Sell
48,581
-403
-0.8% -$13.7K 0.14% 114
2024
Q4 		$1.59M Buy
48,984
+6,928
+16% +$228K 0.13% 117
2024
Q3 		$1.39M Buy
42,056
+16,069
+62% +$492K 0.12% 129
2024
Q2 		$772K Buy
25,987
+7,519
+41% +$211K 0.07% 161
2024
Q1 		$508K Buy
+18,468
New +$492K 0.05% 207

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

Icon Wealth Advisors's PPL Position: Q2 2026 in Review

Icon Wealth Advisors increased its PPL Corp (PPL) stake by 0.56% in Q2 2026, buying an estimated $11.3K and bringing the position to 54,894 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #121.

Icon Wealth Advisors first reported a position in PPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.11M in Q1 2026. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Icon Wealth Advisors held 54,894 shares of PPL Corp worth $2M as of Q2 2026.
  • Icon Wealth Advisors bought 307 PPL Corp shares in Q2 2026, an estimated $11.3K.
  • PPL Corp made up 0.12% of Icon Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Icon Wealth Advisors first reported a position in PPL Corp in Q1 2024 and has held it in 10 quarters since.
  • Icon Wealth Advisors's PPL Corp position peaked at $2.11M in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.