Fortis Capital Advisors’s PPL Corp PPL Stock Holding History

Fortis Capital Advisors’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
2025 Q2	–	Sell	-14,961	Closed	-$540K	–	271
2025 Q1	$540K	Buy	+14,961	New	+$507K	0.11%	153

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Capital Advisors's PPL Position: Q2 2025 in Review

Fortis Capital Advisors sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 14,961 shares — an estimated $540K sold.

Fortis Capital Advisors first reported a position in PPL in Q1 2025 and held it in 1 quarter. The position peaked at $540K in Q1 2025. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

Fortis Capital Advisors reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 14,961 PPL Corp shares in Q2 2025, an estimated $540K.
Fortis Capital Advisors first reported a position in PPL Corp in Q1 2025 and held it in 1 quarter.
Fortis Capital Advisors's PPL Corp position peaked at $540K in Q1 2025.
895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.