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
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 $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

Root Financial Partners's PPL Position: Q1 2026 in Review

Root Financial Partners increased its PPL Corp (PPL) stake by 72% in Q1 2026, buying an estimated $40.1K and bringing the position to 2,587 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Root Financial Partners first reported a position in PPL in Q3 2025 and has held it in 3 quarters since. 989 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Root Financial Partners held 2,587 shares of PPL Corp worth $98.8K as of Q1 2026.
  • Root Financial Partners bought 1,087 PPL Corp shares in Q1 2026, an estimated $40.1K.
  • PPL Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #566 holding.
  • Root Financial Partners first reported a position in PPL Corp in Q3 2025 and has held it in 3 quarters since.
  • 989 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.