Evergreen Capital Management
PPL icon

Evergreen Capital Management’s PPL Corp PPL Stock Holding History

Evergreen Capital 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
Q3 		$256K Sell
7,764
-18,466
-70% -$644K ﹤0.01% 1248
2026
Q2 		$959K Buy
26,230
+18,963
+261% +$701K 0.02% 558
2026
Q1 		$278K Buy
7,267
+987
+16% +$36.4K 0.01% 1177
2025
Q4 		$220K Buy
+6,280
New +$226K ﹤0.01% 1244
2025
Q3 		– Sell
-6,755
Closed -$230K – 1358
2025
Q2 		$230K Buy
+6,755
New +$235K 0.01% 951

Other funds holding PPL

New York State Teachers Retirement System (NYSTRS)
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Evergreen Capital Management's PPL Position: Q3 2026 in Review

Evergreen Capital Management reduced its PPL Corp (PPL) stake by 70% in Q3 2026, selling an estimated $644K and leaving 7,764 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Evergreen Capital Management first reported a position in PPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $959K in Q2 2026. 220 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Evergreen Capital Management held 7,764 shares of PPL Corp worth $256K as of Q3 2026.
  • Evergreen Capital Management sold 18,466 PPL Corp shares in Q3 2026, an estimated $644K.
  • PPL Corp made up ﹤0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1248 holding.
  • Evergreen Capital Management first reported a position in PPL Corp in Q2 2025 and has held it in 5 quarters since.
  • Evergreen Capital Management's PPL Corp position peaked at $959K in Q2 2026.
  • 220 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.