SWM
PPL

SHP Wealth Management’s PPL Corp PPL Stock Holding History

SHP 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
Q2 		$26.1K Sell
719
-12
-2% -$443 ﹤0.01% 719
2026
Q1 		$27.9K Buy
731
+126
+21% +$4.65K ﹤0.01% 634
2025
Q4 		$21.2K Buy
+605
New +$21.8K ﹤0.01% 676

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

SHP Wealth Management's PPL Position: Q2 2026 in Review

SHP Wealth Management reduced its PPL Corp (PPL) stake by 1.6% in Q2 2026, selling an estimated $443 and leaving 719 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

SHP Wealth Management first reported a position in PPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.9K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • SHP Wealth Management held 719 shares of PPL Corp worth $26.1K as of Q2 2026.
  • SHP Wealth Management sold 12 PPL Corp shares in Q2 2026, an estimated $443.
  • PPL Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #719 holding.
  • SHP Wealth Management first reported a position in PPL Corp in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's PPL Corp position peaked at $27.9K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.