NFSG
PPL

Newbridge Financial Services Group’s PPL Corp PPL Stock Holding History

Newbridge Financial Services Group’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 		$510K Sell
14,020
-280
-2% -$10.3K 0.06% 167
2026
Q1 		$546K Sell
14,300
-465
-3% -$17.2K 0.09% 143
2025
Q4 		$517K Sell
14,765
-140
-0.9% -$5.05K 0.08% 143
2025
Q3 		$554K Sell
14,905
-447
-3% -$16.1K 0.08% 176
2025
Q2 		$520K Buy
15,352
+12,344
+410% +$430K 0.08% 178
2025
Q1 		$109K Sell
3,008
-22
-0.7% -$746 0.03% 255
2024
Q4 		$98.4K Buy
+3,030
New +$99.8K 0.03% 284
2024
Q1 		– Sell
-200
Closed -$5.42K – 1264
2023
Q4 		$5.42K Sell
200
-286
-59% -$7.25K ﹤0.01% 844
2023
Q3 		$11.5K Buy
486
+2
+0.4% +$52 0.01% 787
2023
Q2 		$12.8K Buy
484
+3
+0.6% +$83 0.01% 832
2023
Q1 		$13.4K Buy
481
+2
+0.4% +$57 0.01% 846
2022
Q4 		$14K Buy
479
+2
+0.4% +$55 0.01% 826
2022
Q3 		$12K Buy
477
+3
+0.6% +$86 0.01% 841
2022
Q2 		$13K Buy
474
+2
+0.4% +$57 0.01% 787
2022
Q1 		$13K Buy
472
+3
+0.6% +$85 0.01% 863
2021
Q4 		$14K Buy
469
+204
+77% +$5.89K 0.01% 840
2021
Q3 		$7K Buy
265
+4
+2% +$115 ﹤0.01% 956
2021
Q2 		$7K Hold
261
– – ﹤0.01% 1056
2021
Q1 		$8K Buy
+261
New +$7.31K 0.01% 957

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

Newbridge Financial Services Group's PPL Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its PPL Corp (PPL) stake by 2% in Q2 2026, selling an estimated $10.3K and leaving 14,020 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #167.

Newbridge Financial Services Group first reported a position in PPL in Q1 2021 and has held it in 19 quarters since. The position peaked at $554K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Newbridge Financial Services Group held 14,020 shares of PPL Corp worth $510K as of Q2 2026.
  • Newbridge Financial Services Group sold 280 PPL Corp shares in Q2 2026, an estimated $10.3K.
  • PPL Corp made up 0.06% of Newbridge Financial Services Group's portfolio in Q2 2026, its #167 holding.
  • Newbridge Financial Services Group first reported a position in PPL Corp in Q1 2021 and has held it in 19 quarters since.
  • Newbridge Financial Services Group's PPL Corp position peaked at $554K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.