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United Financial Planning Group’s PPL Corp PPL Stock Holding History

United Financial Planning 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
2026
Q1 		– Sell
-147
Closed -$5.15K – 577
2025
Q4 		$5.15K Buy
+147
New +$5.3K ﹤0.01% 269

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

United Financial Planning Group's PPL Position: Q1 2026 in Review

United Financial Planning Group sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 147 shares — an estimated $5.15K sold.

United Financial Planning Group first reported a position in PPL in Q4 2025 and held it in 1 quarter. The position peaked at $5.15K in Q4 2025. 993 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • United Financial Planning Group reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 147 PPL Corp shares in Q1 2026, an estimated $5.15K.
  • United Financial Planning Group first reported a position in PPL Corp in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's PPL Corp position peaked at $5.15K in Q4 2025.
  • 993 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.