Plan Group Financial’s PPL Corp PPL Stock Holding History

Plan Group Financial’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	$2.96M	Buy	81,333 +10,923	+16%	+$404K	0.61%	59
2026 Q1	$2.69M	Buy	70,410 +7,373	+12%	+$272K	0.63%	54
2025 Q4	$2.21M	Buy	63,037 +5,235	+9%	+$189K	0.57%	54
2025 Q3	$2.15M	Buy	57,802 +8,006	+16%	+$288K	0.58%	59
2025 Q2	$1.69M	Buy	49,796 +6,378	+15%	+$222K	0.55%	61
2025 Q1	$1.57M	Buy	43,418 +13,478	+45%	+$457K	0.56%	48
2024 Q4	$972K	Buy	29,940 +3,362	+13%	+$111K	0.51%	47
2024 Q3	$879K	Buy	26,578 +2,982	+13%	+$91.2K	0.46%	51
2024 Q2	$652K	Buy	23,596 +12,544	+113%	+$352K	0.4%	54
2024 Q1	$304K	Buy	+11,052	New	+$294K	0.2%	71

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plan Group Financial's PPL Position: Q2 2026 in Review

Plan Group Financial increased its PPL Corp (PPL) stake by 16% in Q2 2026, buying an estimated $404K and bringing the position to 81,333 shares worth $2.96M. The position accounts for 0.61% of the portfolio, ranked #59.

Plan Group Financial first reported a position in PPL in Q1 2024 and has held it in 10 quarters since. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Plan Group Financial held 81,333 shares of PPL Corp worth $2.96M as of Q2 2026.
Plan Group Financial bought 10,923 PPL Corp shares in Q2 2026, an estimated $404K.
PPL Corp made up 0.61% of Plan Group Financial's portfolio in Q2 2026, its #59 holding.
Plan Group Financial first reported a position in PPL Corp in Q1 2024 and has held it in 10 quarters since.
1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.