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
Q2 		$617K Buy
16,963
+7,733
+84% +$286K ﹤0.01% 1528
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 $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

Integrated Wealth Concepts's PPL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PPL Corp (PPL) stake by 84% in Q2 2026, buying an estimated $286K and bringing the position to 16,963 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Integrated Wealth Concepts first reported a position in PPL in Q1 2023 and has held it in 11 quarters since. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Integrated Wealth Concepts held 16,963 shares of PPL Corp worth $617K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,733 PPL Corp shares in Q2 2026, an estimated $286K.
  • PPL Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1528 holding.
  • Integrated Wealth Concepts first reported a position in PPL Corp in Q1 2023 and has held it in 11 quarters since.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.