Nvest Wealth Strategies’s PPL Corp PPL Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-7	Closed	-$268	–	413
2026 Q1	$268	Buy	+7	New	+$258	﹤0.01%	364

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nvest Wealth Strategies's PPL Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of PPL Corp (PPL) in Q2 2026, closing a stake of 7 shares — an estimated $268 sold.

Nvest Wealth Strategies first reported a position in PPL in Q1 2026 and held it in 1 quarter. The position peaked at $268 in Q1 2026. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Nvest Wealth Strategies reported no remaining PPL Corp position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 7 PPL Corp shares in Q2 2026, an estimated $268.
Nvest Wealth Strategies first reported a position in PPL Corp in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's PPL Corp position peaked at $268 in Q1 2026.
1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.