IWC
PPL

Integrated Wealth Concepts’s PPL Corp PPL Stock Holding History

Integrated Wealth Concepts’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
Q1 		$353K Buy
+9,230
New +$341K ﹤0.01% 1761
2025
Q2 		– Sell
-7,038
Closed -$254K – 1982
2025
Q1 		$254K Sell
7,038
-1,863
-21% -$63.2K ﹤0.01% 1499
2024
Q4 		$289K Buy
8,901
+499
+6% +$16.4K ﹤0.01% 1391
2024
Q3 		$278K Sell
8,402
-537
-6% -$16.4K ﹤0.01% 1390
2024
Q2 		$247K Buy
8,939
+195
+2% +$5.47K ﹤0.01% 1432
2024
Q1 		$241K Buy
8,744
+76
+0.9% +$2.02K ﹤0.01% 1437
2023
Q4 		$235K Sell
8,668
-10,277
-54% -$261K ﹤0.01% 1390
2023
Q3 		$446K Buy
18,945
+1,940
+11% +$50.2K 0.01% 1027
2023
Q2 		$450K Sell
17,005
-1,068
-6% -$29.5K 0.01% 1035
2023
Q1 		$502K Buy
+18,073
New +$512K 0.01% 856

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's PPL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in PPL Corp (PPL) in Q1 2026: 9,230 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PPL as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in PPL in Q1 2023 and has held it in 10 quarters since. The position peaked at $502K in Q1 2023. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Integrated Wealth Concepts held 9,230 shares of PPL Corp worth $353K as of Q1 2026.
  • PPL Corp was a new Integrated Wealth Concepts position in Q1 2026.
  • PPL Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1761 holding.
  • Integrated Wealth Concepts first reported a position in PPL Corp in Q1 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's PPL Corp position peaked at $502K in Q1 2023.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.