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Institute for Wealth Management’s PPL Corp PPL Stock Holding History

Institute for 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 		$16.2K Buy
+447
New +$16.5K ﹤0.01% 1192
2017
Q3 		– Sell
-7,605
Closed -$293K – 359
2017
Q2 		$293K Buy
+7,605
New +$294K 0.08% 317

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's PPL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PPL Corp (PPL) in Q2 2026: 447 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PPL as recently as Q2 2017.

Institute for Wealth Management first reported a position in PPL in Q2 2017 and has held it in 2 quarters since. The position peaked at $293K in Q2 2017. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Institute for Wealth Management held 447 shares of PPL Corp worth $16.2K as of Q2 2026.
  • PPL Corp was a new Institute for Wealth Management position in Q2 2026.
  • PPL Corp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1192 holding.
  • Institute for Wealth Management first reported a position in PPL Corp in Q2 2017 and has held it in 2 quarters since.
  • Institute for Wealth Management's PPL Corp position peaked at $293K in Q2 2017.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.