Optima Capital’s PPL Corp PPL Stock Holding History

Optima Capital’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 Q1	–	Sell	-53	Closed	-$1.87K	–	993
2025 Q4	$1.87K	Buy	+53	New	+$1.91K	﹤0.01%	795

Other funds holding PPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optima Capital's PPL Position: Q1 2026 in Review

Optima Capital sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 53 shares — an estimated $1.87K sold.

Optima Capital first reported a position in PPL in Q4 2025 and held it in 1 quarter. The position peaked at $1.87K in Q4 2025. 989 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

Optima Capital reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 53 PPL Corp shares in Q1 2026, an estimated $1.87K.
Optima Capital first reported a position in PPL Corp in Q4 2025 and held it in 1 quarter.
Optima Capital's PPL Corp position peaked at $1.87K in Q4 2025.
989 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.