MWM
PPL

Modera Wealth Management’s PPL Corp PPL Stock Holding History

Modera 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 		$292K Sell
8,029
-543
-6% -$20.1K ﹤0.01% 556
2026
Q1 		$327K Sell
8,572
-15,476
-64% -$571K ﹤0.01% 520
2025
Q4 		$842K Buy
24,048
+587
+3% +$21.2K 0.01% 355
2025
Q3 		$872K Sell
23,461
-28
-0.1% -$1.01K 0.01% 359
2025
Q2 		$796K Sell
23,489
-1
-0% -$35 0.01% 362
2025
Q1 		$848K Sell
23,490
-3,186
-12% -$108K 0.01% 343
2024
Q4 		$866K Buy
26,676
+205
+0.8% +$6.75K 0.01% 354
2024
Q3 		$876K Sell
26,471
-1,997
-7% -$61.1K 0.01% 329
2024
Q2 		$787K Sell
28,468
-2,495
-8% -$70K 0.01% 323
2024
Q1 		$852K Buy
30,963
+4,418
+17% +$118K 0.01% 316
2023
Q4 		$719K Buy
26,545
+15,240
+135% +$387K 0.01% 324
2023
Q3 		$266K Sell
11,305
-30
-0.3% -$776 0.01% 474
2023
Q2 		$300K Buy
+11,335
New +$313K 0.01% 468

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

Modera Wealth Management's PPL Position: Q2 2026 in Review

Modera Wealth Management reduced its PPL Corp (PPL) stake by 6.3% in Q2 2026, selling an estimated $20.1K and leaving 8,029 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Modera Wealth Management first reported a position in PPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $876K in Q3 2024. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Modera Wealth Management held 8,029 shares of PPL Corp worth $292K as of Q2 2026.
  • Modera Wealth Management sold 543 PPL Corp shares in Q2 2026, an estimated $20.1K.
  • PPL Corp made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #556 holding.
  • Modera Wealth Management first reported a position in PPL Corp in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's PPL Corp position peaked at $876K in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.