STA
PPL

Summit Trail Advisors’s PPL Corp PPL Stock Holding History

Summit Trail Advisors’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 		$1.14M Buy
29,924
+3,387
+13% +$125K 0.02% 873
2025
Q4 		$932K Sell
26,537
-10
-0% -$361 0.02% 848
2025
Q3 		$990K Buy
+26,547
New +$954K 0.01% 839
2024
Q4 		– Sell
-6,352
Closed -$212K – 672
2024
Q3 		$212K Buy
+6,352
New +$194K 0.01% 659
2018
Q4 		– Sell
-3,585
Closed -$106K – 201
2018
Q3 		$106K Buy
3,585
+94
+3% +$2.75K 0.02% 267
2018
Q2 		$101K Sell
3,491
-9,224
-73% -$255K 0.04% 215
2018
Q1 		$179K Buy
12,715
+2,060
+19% +$61.3K 0.03% 380
2017
Q4 		$336K Buy
+10,655
New +$383K 0.04% 294

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 Trail Advisors's PPL Position: Q1 2026 in Review

Summit Trail Advisors increased its PPL Corp (PPL) stake by 13% in Q1 2026, buying an estimated $125K and bringing the position to 29,924 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #873.

Summit Trail Advisors first reported a position in PPL in Q4 2017 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Summit Trail Advisors held 29,924 shares of PPL Corp worth $1.14M as of Q1 2026.
  • Summit Trail Advisors bought 3,387 PPL Corp shares in Q1 2026, an estimated $125K.
  • PPL Corp made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #873 holding.
  • Summit Trail Advisors first reported a position in PPL Corp in Q4 2017 and has held it in 8 quarters since.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.