SF
PPL

Summit Financial’s PPL Corp PPL Stock Holding History

Summit Financial’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 		$658K Buy
17,966
+1,323
+8% +$48.9K 0.01% 993
2026
Q1 		$640K Sell
16,643
-110
-0.7% -$4.06K 0.01% 926
2025
Q4 		$591K Sell
16,753
-272
-2% -$9.81K 0.01% 834
2025
Q3 		$633K Buy
17,025
+59
+0.3% +$2.12K 0.01% 807
2025
Q2 		$580K Sell
16,966
-2,456
-13% -$85.5K 0.01% 542
2025
Q1 		$701K Sell
19,422
-365
-2% -$12.4K 0.02% 442
2024
Q4 		$647K Sell
19,787
-1,700
-8% -$56K 0.02% 399
2024
Q3 		$715K Buy
+21,487
New +$657K 0.03% 313

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

Summit Financial's PPL Position: Q2 2026 in Review

Summit Financial increased its PPL Corp (PPL) stake by 7.9% in Q2 2026, buying an estimated $48.9K and bringing the position to 17,966 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #993.

Summit Financial first reported a position in PPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $715K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Summit Financial held 17,966 shares of PPL Corp worth $658K as of Q2 2026.
  • Summit Financial bought 1,323 PPL Corp shares in Q2 2026, an estimated $48.9K.
  • PPL Corp made up 0.01% of Summit Financial's portfolio in Q2 2026, its #993 holding.
  • Summit Financial first reported a position in PPL Corp in Q3 2024 and has held it in 8 quarters since.
  • Summit Financial's PPL Corp position peaked at $715K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.