PWPS
PPL

Pinnacle Wealth Planning Services’s PPL Corp PPL Stock Holding History

Pinnacle Wealth Planning Services’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 		$23K Buy
602
+55
+10% +$2.03K ﹤0.01% 1623
2025
Q4 		$19.2K Buy
+547
New +$19.7K ﹤0.01% 1739
2021
Q1 		– Sell
-2,412
Closed -$68K – 1537
2020
Q4 		$68K Buy
+2,412
New +$68.5K 0.02% 646

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 Planning Services's PPL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its PPL Corp (PPL) stake by 10% in Q1 2026, buying an estimated $2.03K and bringing the position to 602 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Pinnacle Wealth Planning Services first reported a position in PPL in Q4 2020 and has held it in 3 quarters since. The position peaked at $68K in Q4 2020. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 602 shares of PPL Corp worth $23K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 55 PPL Corp shares in Q1 2026, an estimated $2.03K.
  • PPL Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1623 holding.
  • Pinnacle Wealth Planning Services first reported a position in PPL Corp in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's PPL Corp position peaked at $68K in Q4 2020.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.