LFIA
PPL

Legacy Financial Independent Advisors’s PPL Corp PPL Stock Holding History

Legacy Financial Independent 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 		$4.99M Buy
137,349
+320
+0.2% +$11.8K 2.35% 11
2026
Q1 		$5.23M Buy
+137,029
New +$5.06M 2.72% 9

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

Legacy Financial Independent Advisors's PPL Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its PPL Corp (PPL) stake by 0.23% in Q2 2026, buying an estimated $11.8K and bringing the position to 137,349 shares worth $4.99M. The position accounts for 2.35% of the portfolio, ranked #11.

Legacy Financial Independent Advisors first reported a position in PPL in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.23M in Q1 2026. 1,028 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Legacy Financial Independent Advisors held 137,349 shares of PPL Corp worth $4.99M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 320 PPL Corp shares in Q2 2026, an estimated $11.8K.
  • PPL Corp made up 2.35% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #11 holding.
  • Legacy Financial Independent Advisors first reported a position in PPL Corp in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's PPL Corp position peaked at $5.23M in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.