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
Q2 		$1.42M Buy
39,008
+9,084
+30% +$336K 0.02% 826
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 $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 Trail Advisors's PPL Position: Q2 2026 in Review

Summit Trail Advisors increased its PPL Corp (PPL) stake by 30% in Q2 2026, buying an estimated $336K and bringing the position to 39,008 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #826.

Summit Trail Advisors first reported a position in PPL in Q4 2017 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Summit Trail Advisors held 39,008 shares of PPL Corp worth $1.42M as of Q2 2026.
  • Summit Trail Advisors bought 9,084 PPL Corp shares in Q2 2026, an estimated $336K.
  • PPL Corp made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #826 holding.
  • Summit Trail Advisors first reported a position in PPL Corp in Q4 2017 and has held it in 9 quarters since.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.