SC
PPL

SummitTX Capital’s PPL Corp PPL Stock Holding History

SummitTX Capital’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 		$11.7M Sell
322,515
-3,707
-1% -$137K 0.3% 76
2026
Q1 		$12.5M Sell
326,222
-52,090
-14% -$1.92M 0.39% 44
2025
Q4 		$13.2M Sell
378,312
-229,411
-38% -$8.27M 0.4% 49
2025
Q3 		$22.6M Buy
607,723
+96,548
+19% +$3.47M 0.93% 9
2025
Q2 		$17.3M Sell
511,175
-49,381
-9% -$1.72M 0.75% 13
2025
Q1 		$20.2M Buy
+560,556
New +$19M 0.87% 8

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

SummitTX Capital's PPL Position: Q2 2026 in Review

SummitTX Capital reduced its PPL Corp (PPL) stake by 1.1% in Q2 2026, selling an estimated $137K and leaving 322,515 shares worth $11.7M. The position accounts for 0.3% of the portfolio, ranked #76.

SummitTX Capital first reported a position in PPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.6M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • SummitTX Capital held 322,515 shares of PPL Corp worth $11.7M as of Q2 2026.
  • SummitTX Capital sold 3,707 PPL Corp shares in Q2 2026, an estimated $137K.
  • PPL Corp made up 0.3% of SummitTX Capital's portfolio in Q2 2026, its #76 holding.
  • SummitTX Capital first reported a position in PPL Corp in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's PPL Corp position peaked at $22.6M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.