SSG
PPL

Summit Securities Group’s PPL Corp PPL Stock Holding History

Summit Securities Group’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
2023
Q1 		– Sell
-8,000
Closed -$234K – 1180
2022
Q4 		$234K Buy
+8,000
New +$220K 0.01% 449
2022
Q1 		– Sell
-6,500
Closed -$195K – 1299
2021
Q4 		$195K Buy
+6,500
New +$188K 0.01% 603
2015
Q1 		– Sell
-14
Closed -$1K – 585
2014
Q4 		$1K Buy
+14
New +$457 ﹤0.01% 566

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 Securities Group's PPL Position: Q1 2026 in Review

Summit Securities Group reduced its PPL Corp (PPL) stake by 90% in Q1 2026, selling an estimated $39.8K and leaving 122 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Summit Securities Group first reported a position in PPL in Q1 2014 and has held it in 22 quarters since. The position peaked at $416K in Q2 2020. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Summit Securities Group held 122 shares of PPL Corp worth $4.66K as of Q1 2026.
  • Summit Securities Group sold 1,078 PPL Corp shares in Q1 2026, an estimated $39.8K.
  • PPL Corp made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #811 holding.
  • Summit Securities Group first reported a position in PPL Corp in Q1 2014 and has held it in 22 quarters since.
  • Summit Securities Group's PPL Corp position peaked at $416K in Q2 2020.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.