RFP
PPL

Root Financial Partners’s PPL Corp PPL Stock Holding History

Root Financial Partners’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 		– Sell
-2,587
Closed -$98.8K – 2451
2026
Q1 		$98.8K Buy
2,587
+1,087
+72% +$40.1K ﹤0.01% 566
2025
Q4 		$52.5K Sell
1,500
-7
-0.5% -$252 ﹤0.01% 693
2025
Q3 		$56K Buy
+1,507
New +$54.1K ﹤0.01% 635

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

Root Financial Partners's PPL Position: Q2 2026 in Review

Root Financial Partners sold out of PPL Corp (PPL) in Q2 2026, closing a stake of 2,587 shares — an estimated $98.8K sold.

Root Financial Partners first reported a position in PPL in Q3 2025 and held it in 3 quarters. The position peaked at $98.8K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Root Financial Partners reported no remaining PPL Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,587 PPL Corp shares in Q2 2026, an estimated $98.8K.
  • Root Financial Partners first reported a position in PPL Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's PPL Corp position peaked at $98.8K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.