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
Q2 		$335K Sell
9,229
-1,554
-14% -$57.4K 0.01% 647
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 $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

Sagespring Wealth Partners's PPL Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its PPL Corp (PPL) stake by 14% in Q2 2026, selling an estimated $57.4K and leaving 9,229 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #647.

Sagespring Wealth Partners first reported a position in PPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $456K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Sagespring Wealth Partners held 9,229 shares of PPL Corp worth $335K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,554 PPL Corp shares in Q2 2026, an estimated $57.4K.
  • PPL Corp made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #647 holding.
  • Sagespring Wealth Partners first reported a position in PPL Corp in Q1 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's PPL Corp position peaked at $456K in Q3 2025.
  • 1,036 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.