MGWM
PPL

Marks Group Wealth Management’s PPL Corp PPL Stock Holding History

Marks Group Wealth Management’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 		$1.55M Buy
42,672
+17,423
+69% +$644K 0.14% 164
2026
Q1 		$965K Sell
25,249
-9,509
-27% -$351K 0.09% 194
2025
Q4 		$1.22M Buy
+34,758
New +$1.25M 0.12% 173

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

Marks Group Wealth Management's PPL Position: Q2 2026 in Review

Marks Group Wealth Management increased its PPL Corp (PPL) stake by 69% in Q2 2026, buying an estimated $644K and bringing the position to 42,672 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #164.

Marks Group Wealth Management first reported a position in PPL in Q4 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Marks Group Wealth Management held 42,672 shares of PPL Corp worth $1.55M as of Q2 2026.
  • Marks Group Wealth Management bought 17,423 PPL Corp shares in Q2 2026, an estimated $644K.
  • PPL Corp made up 0.14% of Marks Group Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Marks Group Wealth Management first reported a position in PPL Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.