FMWA
PPL

Forvis Mazars Wealth Advisors’s PPL Corp PPL Stock Holding History

Forvis Mazars Wealth 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
2026
Q2 		$257K Hold
7,070
– – ﹤0.01% 394
2026
Q1 		$270K Hold
7,070
– – 0.01% 370
2025
Q4 		$248K Hold
7,070
– – ﹤0.01% 378
2025
Q3 		$263K Sell
7,070
-4
-0.1% -$144 0.01% 366
2025
Q2 		$240K Buy
7,074
+19
+0.3% +$661 0.01% 377
2025
Q1 		$255K Hold
7,055
– – 0.01% 357
2024
Q4 		$229K Sell
7,055
-113
-2% -$3.72K 0.01% 405
2024
Q3 		$237K Buy
+7,168
New +$219K 0.01% 409

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

Forvis Mazars Wealth Advisors's PPL Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its PPL Corp (PPL) position steady in Q2 2026 at 7,070 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Forvis Mazars Wealth Advisors first reported a position in PPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $270K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 7,070 shares of PPL Corp worth $257K as of Q2 2026.
  • Forvis Mazars Wealth Advisors left its PPL Corp share count unchanged in Q2 2026.
  • PPL Corp made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #394 holding.
  • Forvis Mazars Wealth Advisors first reported a position in PPL Corp in Q3 2024 and has held it in 8 quarters since.
  • Forvis Mazars Wealth Advisors's PPL Corp position peaked at $270K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.