TPWM
PPL

Twelve Points Wealth Management’s PPL Corp PPL Stock Holding History

Twelve Points Wealth Management’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 		$344K Sell
8,993
-245
-3% -$9.04K 0.08% 153
2025
Q4 		$320K Sell
9,238
-6,113
-40% -$220K 0.07% 157
2025
Q3 		$570K Sell
15,351
-2,773
-15% -$99.6K 0.14% 131
2025
Q2 		$614K Buy
18,124
+2
+0% +$70 0.17% 125
2025
Q1 		$654K Buy
18,122
+1,630
+10% +$55.3K 0.18% 115
2024
Q4 		$535K Buy
16,492
+3,493
+27% +$115K 0.15% 122
2024
Q3 		$430K Buy
12,999
+1,755
+16% +$53.7K 0.14% 131
2024
Q2 		$311K Buy
11,244
+1,401
+14% +$39.3K 0.11% 147
2024
Q1 		$271K Buy
9,843
+289
+3% +$7.69K 0.1% 148
2023
Q4 		$259K Buy
9,554
+633
+7% +$16.1K 0.12% 145
2023
Q3 		$210K Buy
8,921
+1,362
+18% +$35.2K 0.1% 161
2023
Q2 		$200K Buy
+7,559
New +$208K 0.11% 157

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

Twelve Points Wealth Management's PPL Position: Q1 2026 in Review

Twelve Points Wealth Management reduced its PPL Corp (PPL) stake by 2.7% in Q1 2026, selling an estimated $9.04K and leaving 8,993 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #153.

Twelve Points Wealth Management first reported a position in PPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $654K in Q1 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Twelve Points Wealth Management held 8,993 shares of PPL Corp worth $344K as of Q1 2026.
  • Twelve Points Wealth Management sold 245 PPL Corp shares in Q1 2026, an estimated $9.04K.
  • PPL Corp made up 0.08% of Twelve Points Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Twelve Points Wealth Management first reported a position in PPL Corp in Q2 2023 and has held it in 12 quarters since.
  • Twelve Points Wealth Management's PPL Corp position peaked at $654K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.