PCS
PPL

Personal CFO Solutions’s PPL Corp PPL Stock Holding History

Personal CFO Solutions’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 		$319K Sell
8,659
-4,736
-35% -$175K 0.05% 376
2026
Q1 		$515K Buy
13,395
+764
+6% +$28.2K 0.07% 248
2025
Q4 		$442K Buy
12,631
+5,548
+78% +$200K 0.07% 261
2025
Q3 		$263K Buy
+7,083
New +$254K 0.05% 389

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

Personal CFO Solutions's PPL Position: Q2 2026 in Review

Personal CFO Solutions reduced its PPL Corp (PPL) stake by 35% in Q2 2026, selling an estimated $175K and leaving 8,659 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #376.

Personal CFO Solutions first reported a position in PPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $515K in Q1 2026. 1,034 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Personal CFO Solutions held 8,659 shares of PPL Corp worth $319K as of Q2 2026.
  • Personal CFO Solutions sold 4,736 PPL Corp shares in Q2 2026, an estimated $175K.
  • PPL Corp made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #376 holding.
  • Personal CFO Solutions first reported a position in PPL Corp in Q3 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's PPL Corp position peaked at $515K in Q1 2026.
  • 1,034 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.