PRI
PPL

Prepared Retirement Institute’s PPL Corp PPL Stock Holding History

Prepared Retirement Institute’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 		$309K Buy
8,488
+13
+0.2% +$480 0.13% 73
2026
Q1 		$324K Sell
8,475
-943
-10% -$34.8K 0.16% 65
2025
Q4 		$330K Sell
9,418
-67
-0.7% -$2.42K 0.17% 66
2025
Q3 		$352K Buy
9,485
+235
+3% +$8.44K 0.18% 58
2025
Q2 		$313K Sell
9,250
-520
-5% -$18.1K 0.18% 60
2025
Q1 		$353K Sell
9,770
-2,577
-21% -$87.4K 0.23% 49
2024
Q4 		$401K Buy
12,347
+17
+0.1% +$560 0.23% 43
2024
Q3 		$408K Buy
12,330
+21
+0.2% +$643 0.25% 43
2024
Q2 		$340K Sell
12,309
-757
-6% -$21.2K 0.23% 49
2024
Q1 		$360K Buy
13,066
+21
+0.2% +$559 0.27% 40
2023
Q4 		$354K Buy
+13,045
New +$331K 0.26% 53

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

Prepared Retirement Institute's PPL Position: Q2 2026 in Review

Prepared Retirement Institute increased its PPL Corp (PPL) stake by 0.15% in Q2 2026, buying an estimated $480 and bringing the position to 8,488 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #73.

Prepared Retirement Institute first reported a position in PPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $408K in Q3 2024. 1,031 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Prepared Retirement Institute held 8,488 shares of PPL Corp worth $309K as of Q2 2026.
  • Prepared Retirement Institute bought 13 PPL Corp shares in Q2 2026, an estimated $480.
  • PPL Corp made up 0.13% of Prepared Retirement Institute's portfolio in Q2 2026, its #73 holding.
  • Prepared Retirement Institute first reported a position in PPL Corp in Q4 2023 and has held it in 11 quarters since.
  • Prepared Retirement Institute's PPL Corp position peaked at $408K in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.