LSWP
PPL

Liberty Square Wealth Partners’s PPL Corp PPL Stock Holding History

Liberty Square 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
Q2 		$975K Buy
26,836
+250
+0.9% +$9.23K 0.23% 47
2026
Q1 		$1.02M Sell
26,586
-2,609
-9% -$96.3K 0.28% 45
2025
Q4 		$1.02M Sell
29,195
-1,000
-3% -$36.1K 0.29% 46
2025
Q3 		$1.12M Hold
30,195
– – 0.35% 49
2025
Q2 		$1.02M Sell
30,195
-104
-0.3% -$3.62K 0.35% 49
2025
Q1 		$1.09M Hold
30,299
– – 0.42% 45
2024
Q4 		$1.02M Buy
+30,299
New +$998K 0.37% 50

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Liberty Square Wealth Partners's PPL Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its PPL Corp (PPL) stake by 0.94% in Q2 2026, buying an estimated $9.23K and bringing the position to 26,836 shares worth $975K. The position accounts for 0.23% of the portfolio, ranked #47.

Liberty Square Wealth Partners first reported a position in PPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Liberty Square Wealth Partners held 26,836 shares of PPL Corp worth $975K as of Q2 2026.
  • Liberty Square Wealth Partners bought 250 PPL Corp shares in Q2 2026, an estimated $9.23K.
  • PPL Corp made up 0.23% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Liberty Square Wealth Partners first reported a position in PPL Corp in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's PPL Corp position peaked at $1.12M in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.