PGF
PPL

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
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
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

Plan Group Financial's PPL Position: Q1 2026 in Review

Plan Group Financial increased its PPL Corp (PPL) stake by 12% in Q1 2026, buying an estimated $272K and bringing the position to 70,410 shares worth $2.69M. The position accounts for 0.63% of the portfolio, ranked #54.

Plan Group Financial first reported a position in PPL in Q1 2024 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Plan Group Financial held 70,410 shares of PPL Corp worth $2.69M as of Q1 2026.
  • Plan Group Financial bought 7,373 PPL Corp shares in Q1 2026, an estimated $272K.
  • PPL Corp made up 0.63% of Plan Group Financial's portfolio in Q1 2026, its #54 holding.
  • Plan Group Financial first reported a position in PPL Corp in Q1 2024 and has held it in 9 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.