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
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 $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

Summit Financial's PPL Position: Q1 2026 in Review

Summit Financial reduced its PPL Corp (PPL) stake by 0.66% in Q1 2026, selling an estimated $4.06K and leaving 16,643 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #926.

Summit Financial first reported a position in PPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $715K in Q3 2024. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Summit Financial held 16,643 shares of PPL Corp worth $640K as of Q1 2026.
  • Summit Financial sold 110 PPL Corp shares in Q1 2026, an estimated $4.06K.
  • PPL Corp made up 0.01% of Summit Financial's portfolio in Q1 2026, its #926 holding.
  • Summit Financial first reported a position in PPL Corp in Q3 2024 and has held it in 7 quarters since.
  • Summit Financial's PPL Corp position peaked at $715K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.