PWMAG
PPL

Pinnacle Wealth Management Advisory Group’s PPL Corp PPL Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$459K Sell
12,011
-469
-4% -$17.3K 0.03% 290
2025
Q4 		$437K Sell
12,480
-388
-3% -$14K 0.03% 300
2025
Q3 		$478K Sell
12,868
-192
-1% -$6.9K 0.04% 236
2025
Q2 		$443K Buy
13,060
+62
+0.5% +$2.16K 0.04% 233
2025
Q1 		$469K Buy
12,998
+322
+3% +$10.9K 0.04% 217
2024
Q4 		$411K Hold
12,676
– – 0.04% 230
2024
Q3 		$419K Sell
12,676
-70
-0.5% -$2.14K 0.04% 222
2024
Q2 		$352K Buy
12,746
+69
+0.5% +$1.94K 0.04% 243
2024
Q1 		$349K Sell
12,677
-51
-0.4% -$1.36K 0.04% 233
2023
Q4 		$345K Sell
12,728
-2,380
-16% -$60.4K 0.04% 226
2023
Q3 		$356K Buy
15,108
+409
+3% +$10.6K 0.05% 211
2023
Q2 		$389K Sell
14,699
-379
-3% -$10.5K 0.05% 211
2023
Q1 		$419K Buy
15,078
+101
+0.7% +$2.86K 0.06% 194
2022
Q4 		$438K Sell
14,977
-65
-0.4% -$1.79K 0.07% 182
2022
Q3 		$381K Buy
15,042
+1,149
+8% +$32.9K 0.06% 186
2022
Q2 		$377K Buy
13,893
+358
+3% +$10.3K 0.06% 195
2022
Q1 		$387K Buy
13,535
+186
+1% +$5.25K 0.06% 206
2021
Q4 		$401K Buy
+13,349
New +$385K 0.07% 199

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

Pinnacle Wealth Management Advisory Group's PPL Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its PPL Corp (PPL) stake by 3.8% in Q1 2026, selling an estimated $17.3K and leaving 12,011 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #290.

Pinnacle Wealth Management Advisory Group first reported a position in PPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $478K in Q3 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 12,011 shares of PPL Corp worth $459K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 469 PPL Corp shares in Q1 2026, an estimated $17.3K.
  • PPL Corp made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #290 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in PPL Corp in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management Advisory Group's PPL Corp position peaked at $478K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.