LFG Wealth Partners
PPL icon

LFG Wealth Partners’s PPL Corp PPL Stock Holding History

LFG Wealth Partners’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
Q3 		$2.03M Buy
61,854
+35,428
+134% +$1.24M 0.85% 42
2026
Q2 		$961K Buy
26,426
+5,849
+28% +$216K 0.45% 63
2026
Q1 		$786K Buy
20,577
+852
+4% +$31.4K 0.47% 66
2025
Q4 		$691K Buy
+19,725
New +$711K 0.44% 65

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

LFG Wealth Partners's PPL Position: Q3 2026 in Review

LFG Wealth Partners increased its PPL Corp (PPL) stake by 134% in Q3 2026, buying an estimated $1.24M and bringing the position to 61,854 shares worth $2.03M. The position accounts for 0.85% of the portfolio, ranked #42.

LFG Wealth Partners first reported a position in PPL in Q4 2025 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • LFG Wealth Partners held 61,854 shares of PPL Corp worth $2.03M as of Q3 2026.
  • LFG Wealth Partners bought 35,428 PPL Corp shares in Q3 2026, an estimated $1.24M.
  • PPL Corp made up 0.85% of LFG Wealth Partners's portfolio in Q3 2026, its #42 holding.
  • LFG Wealth Partners first reported a position in PPL Corp in Q4 2025 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.