VWM
PPL

Venturi Wealth Management’s PPL Corp PPL Stock Holding History

Venturi 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 		– Sell
-11,622
Closed -$407K – 652
2025
Q4 		$407K Sell
11,622
-103
-0.9% -$3.71K 0.02% 396
2025
Q3 		$436K Sell
11,725
-416
-3% -$14.9K 0.02% 363
2025
Q2 		$411K Buy
12,141
+646
+6% +$22.5K 0.02% 357
2025
Q1 		$415K Buy
11,495
+1,318
+13% +$44.7K 0.02% 359
2024
Q4 		$330K Buy
10,177
+9,608
+1,689% +$316K 0.02% 424
2024
Q3 		$18.8K Buy
569
+113
+25% +$3.46K ﹤0.01% 1030
2024
Q2 		$12.6K Buy
456
+283
+164% +$7.94K ﹤0.01% 1053
2024
Q1 		$4.76K Buy
173
+68
+65% +$1.81K ﹤0.01% 1104
2023
Q4 		$2.84K Buy
+105
New +$2.66K ﹤0.01% 1136
2023
Q3 		– Sell
-41
Closed -$1.08K – 1409
2023
Q2 		$1.08K Hold
41
– – ﹤0.01% 1008
2023
Q1 		$1.14K Buy
+41
New +$1.16K ﹤0.01% 1096
2019
Q1 		– Sell
-99,571
Closed -$2.79M – 263
2018
Q4 		$2.79M Buy
99,571
+7,977
+9% +$242K 0.45% 56
2018
Q3 		$2.7M Sell
91,594
-107
-0.1% -$3.13K 0.48% 78
2018
Q2 		$2.65M Buy
+91,701
New +$2.54M 0.49% 76

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

Venturi Wealth Management's PPL Position: Q1 2026 in Review

Venturi Wealth Management sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 11,622 shares — an estimated $407K sold.

Venturi Wealth Management first reported a position in PPL in Q2 2018 and held it in 14 quarters. The position peaked at $2.79M in Q4 2018. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • Venturi Wealth Management reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 11,622 PPL Corp shares in Q1 2026, an estimated $407K.
  • Venturi Wealth Management first reported a position in PPL Corp in Q2 2018 and held it in 14 quarters.
  • Venturi Wealth Management's PPL Corp position peaked at $2.79M in Q4 2018.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.