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 Q3	$231K	Sell	7,026 -44	-0.6%	-$1.54K	﹤0.01%	412
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PPL Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its PPL Corp (PPL) stake by 0.62% in Q3 2026, selling an estimated $1.54K and leaving 7,026 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Forvis Mazars Wealth Advisors first reported a position in PPL in Q3 2024 and has held it in 9 quarters since. The position peaked at $270K in Q1 2026. 196 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

Forvis Mazars Wealth Advisors held 7,026 shares of PPL Corp worth $231K as of Q3 2026.
Forvis Mazars Wealth Advisors sold 44 PPL Corp shares in Q3 2026, an estimated $1.54K.
PPL Corp made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #412 holding.
Forvis Mazars Wealth Advisors first reported a position in PPL Corp in Q3 2024 and has held it in 9 quarters since.
Forvis Mazars Wealth Advisors's PPL Corp position peaked at $270K in Q1 2026.
196 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.