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
Q2 		$441K Sell
12,124
-619
-5% -$22.9K 0.26% 49
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 $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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Palacios Wealth Management reduced its PPL Corp (PPL) stake by 4.9% in Q2 2026, selling an estimated $22.9K and leaving 12,124 shares worth $441K. The position accounts for 0.26% of the portfolio, ranked #49.

Palacios Wealth Management first reported a position in PPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Palacios Wealth Management held 12,124 shares of PPL Corp worth $441K as of Q2 2026.
  • Palacios Wealth Management sold 619 PPL Corp shares in Q2 2026, an estimated $22.9K.
  • PPL Corp made up 0.26% of Palacios Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Palacios Wealth Management first reported a position in PPL Corp in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's PPL Corp position peaked at $607K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.