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
Q2 		$20.9K Sell
574
-28
-5% -$1.03K ﹤0.01% 1763
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 $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

Pinnacle Wealth Planning Services's PPL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its PPL Corp (PPL) stake by 4.7% in Q2 2026, selling an estimated $1.03K and leaving 574 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Pinnacle Wealth Planning Services first reported a position in PPL in Q4 2020 and has held it in 4 quarters since. The position peaked at $68K in Q4 2020. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 574 shares of PPL Corp worth $20.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 28 PPL Corp shares in Q2 2026, an estimated $1.03K.
  • PPL Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1763 holding.
  • Pinnacle Wealth Planning Services first reported a position in PPL Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's PPL Corp position peaked at $68K in Q4 2020.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.