SWP
PPL

Sagespring Wealth Partners’s PPL Corp PPL Stock Holding History

Sagespring Wealth 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 		$412K Sell
10,783
-186
-2% -$6.86K 0.01% 556
2025
Q4 		$384K Sell
10,969
-1,306
-11% -$47.1K 0.01% 547
2025
Q3 		$456K Buy
12,275
+118
+1% +$4.24K 0.01% 482
2025
Q2 		$412K Buy
12,157
+2,750
+29% +$95.7K 0.01% 486
2025
Q1 		$340K Buy
+9,407
New +$319K 0.01% 476

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

Sagespring Wealth Partners's PPL Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its PPL Corp (PPL) stake by 1.7% in Q1 2026, selling an estimated $6.86K and leaving 10,783 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #556.

Sagespring Wealth Partners first reported a position in PPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $456K in Q3 2025. 989 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Sagespring Wealth Partners held 10,783 shares of PPL Corp worth $412K as of Q1 2026.
  • Sagespring Wealth Partners sold 186 PPL Corp shares in Q1 2026, an estimated $6.86K.
  • PPL Corp made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #556 holding.
  • Sagespring Wealth Partners first reported a position in PPL Corp in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's PPL Corp position peaked at $456K in Q3 2025.
  • 989 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.