PWA
PPL

Principia Wealth Advisory’s PPL Corp PPL Stock Holding History

Principia Wealth Advisory’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 		$1.75K Sell
48
-7
-13% -$259 ﹤0.01% 621
2026
Q1 		$2.1K Buy
55
+15
+38% +$553 ﹤0.01% 511
2025
Q4 		$1.4K Buy
40
+9
+29% +$325 ﹤0.01% 566
2025
Q3 		$1.15K Hold
31
– – ﹤0.01% 598
2025
Q2 		$1.05K Buy
31
+11
+55% +$383 ﹤0.01% 553
2025
Q1 		$683 Buy
20
+2
+11% +$68 ﹤0.01% 493
2024
Q4 		$584 Buy
+18
New +$593 ﹤0.01% 501

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

Principia Wealth Advisory's PPL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its PPL Corp (PPL) stake by 13% in Q2 2026, selling an estimated $259 and leaving 48 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Principia Wealth Advisory first reported a position in PPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1K in Q1 2026. 1,033 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Principia Wealth Advisory held 48 shares of PPL Corp worth $1.75K as of Q2 2026.
  • Principia Wealth Advisory sold 7 PPL Corp shares in Q2 2026, an estimated $259.
  • PPL Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #621 holding.
  • Principia Wealth Advisory first reported a position in PPL Corp in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's PPL Corp position peaked at $2.1K in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.