PWM
PPL

Palacios Wealth Management’s PPL Corp PPL Stock Holding History

Palacios 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
Q1 		$477K Sell
12,743
-3,595
-22% -$133K 0.3% 48
2025
Q4 		$572K Hold
16,338
– – 0.44% 35
2025
Q3 		$607K Sell
16,338
-1,025
-6% -$36.8K 0.4% 40
2025
Q2 		$588K Buy
17,363
+1,620
+10% +$56.4K 0.48% 38
2025
Q1 		$568K Sell
15,743
-345
-2% -$11.7K 0.42% 33
2024
Q4 		$520K Buy
+16,088
New +$530K 0.56% 34

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palacios Wealth Management's PPL Position: Q1 2026 in Review

Palacios Wealth Management reduced its PPL Corp (PPL) stake by 22% in Q1 2026, selling an estimated $133K and leaving 12,743 shares worth $477K. The position accounts for 0.3% of the portfolio, ranked #48.

Palacios Wealth Management first reported a position in PPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $607K in Q3 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Palacios Wealth Management held 12,743 shares of PPL Corp worth $477K as of Q1 2026.
  • Palacios Wealth Management sold 3,595 PPL Corp shares in Q1 2026, an estimated $133K.
  • PPL Corp made up 0.3% of Palacios Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Palacios Wealth Management first reported a position in PPL Corp in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's PPL Corp position peaked at $607K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.