XF
PPL

XML Financial’s PPL Corp PPL Stock Holding History

XML Financial’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 		$249K Buy
6,845
+97
+1% +$3.58K 0.02% 401
2026
Q1 		$258K Buy
6,748
+42
+0.6% +$1.55K 0.02% 368
2025
Q4 		$235K Sell
6,706
-410
-6% -$14.8K 0.02% 381
2025
Q3 		$264K Buy
+7,116
New +$256K 0.02% 332
2025
Q1 		– Sell
-6,790
Closed -$220K – 391
2024
Q4 		$220K Sell
6,790
-458
-6% -$15.1K 0.02% 327
2024
Q3 		$240K Buy
+7,248
New +$222K 0.02% 307

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

XML Financial's PPL Position: Q2 2026 in Review

XML Financial increased its PPL Corp (PPL) stake by 1.4% in Q2 2026, buying an estimated $3.58K and bringing the position to 6,845 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #401.

XML Financial first reported a position in PPL in Q3 2024 and has held it in 6 quarters since. The position peaked at $264K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • XML Financial held 6,845 shares of PPL Corp worth $249K as of Q2 2026.
  • XML Financial bought 97 PPL Corp shares in Q2 2026, an estimated $3.58K.
  • PPL Corp made up 0.02% of XML Financial's portfolio in Q2 2026, its #401 holding.
  • XML Financial first reported a position in PPL Corp in Q3 2024 and has held it in 6 quarters since.
  • XML Financial's PPL Corp position peaked at $264K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.