RWM
PPL

RKL Wealth Management’s PPL Corp PPL Stock Holding History

RKL Wealth Management’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 		$649K Sell
16,999
-160
-0.9% -$5.9K 0.06% 113
2025
Q4 		$601K Buy
17,159
+179
+1% +$6.45K 0.05% 119
2025
Q3 		$631K Sell
16,980
-1,472
-8% -$52.9K 0.05% 114
2025
Q2 		$625K Sell
18,452
-1,469
-7% -$51.1K 0.06% 118
2025
Q1 		$719K Buy
19,921
+8
+0% +$271 0.07% 105
2024
Q4 		$646K Buy
19,913
+13,348
+203% +$440K 0.06% 109
2024
Q3 		$217K Buy
+6,565
New +$201K 0.02% 153
2024
Q2 		– Sell
-11,234
Closed -$309K – 154
2024
Q1 		$309K Buy
11,234
+1,022
+10% +$27.2K 0.03% 119
2023
Q4 		$277K Buy
+10,212
New +$259K 0.03% 125
2023
Q1 		– Sell
-8,555
Closed -$250K – 134
2022
Q4 		$250K Sell
8,555
-4,540
-35% -$125K 0.03% 119
2022
Q3 		$332K Buy
13,095
+946
+8% +$27.1K 0.05% 110
2022
Q2 		$330K Buy
12,149
+394
+3% +$11.3K 0.05% 111
2022
Q1 		$336K Buy
+11,755
New +$332K 0.04% 113
2020
Q1 		– Sell
-5,784
Closed -$208K – 120
2019
Q4 		$208K Buy
+5,784
New +$194K 0.04% 116
2017
Q3 		– Sell
-5,149
Closed -$200K – 149
2017
Q2 		$200K Buy
+5,149
New +$199K 0.06% 138
2015
Q1 		– Sell
-12,780
Closed -$432K – 56
2014
Q4 		$432K Buy
12,780
+95
+0.7% +$3.1K 0.28% 44
2014
Q3 		$388K Hold
12,685
– – 0.27% 46
2014
Q2 		$420K Buy
12,685
+1,245
+11% +$39.3K 0.31% 43
2014
Q1 		$353K Buy
+11,440
New +$332K 0.27% 48

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

RKL Wealth Management's PPL Position: Q1 2026 in Review

RKL Wealth Management reduced its PPL Corp (PPL) stake by 0.93% in Q1 2026, selling an estimated $5.9K and leaving 16,999 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #113.

RKL Wealth Management first reported a position in PPL in Q1 2014 and has held it in 19 quarters since. The position peaked at $719K in Q1 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • RKL Wealth Management held 16,999 shares of PPL Corp worth $649K as of Q1 2026.
  • RKL Wealth Management sold 160 PPL Corp shares in Q1 2026, an estimated $5.9K.
  • PPL Corp made up 0.06% of RKL Wealth Management's portfolio in Q1 2026, its #113 holding.
  • RKL Wealth Management first reported a position in PPL Corp in Q1 2014 and has held it in 19 quarters since.
  • RKL Wealth Management's PPL Corp position peaked at $719K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.