FWM
PPL

Forza Wealth Management’s PPL Corp PPL Stock Holding History

Forza Wealth 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
Q2 		$531K Hold
14,616
– – 0.16% 125
2026
Q1 		$558K Hold
14,616
– – 0.19% 118
2025
Q4 		$512K Hold
14,616
– – 0.19% 121
2025
Q3 		$543K Hold
14,616
– – 0.21% 111
2025
Q2 		$495K Hold
14,616
– – 0.2% 117
2025
Q1 		$528K Hold
14,616
– – 0.24% 106
2024
Q4 		$474K Sell
14,616
-1,030
-7% -$33.9K 0.22% 110
2024
Q3 		$518K Hold
15,646
– – 0.24% 112
2024
Q2 		$433K Hold
15,646
– – 0.22% 120
2024
Q1 		$431K Hold
15,646
– – 0.22% 121
2023
Q4 		$424K Hold
15,646
– – 0.23% 120
2023
Q3 		$369K Hold
15,646
– – 0.19% 134
2023
Q2 		$414K Hold
15,646
– – 0.21% 130
2023
Q1 		$435K Buy
15,646
+2,261
+17% +$64K 0.22% 131
2022
Q4 		$391K Buy
+13,385
New +$368K 0.26% 101

Other funds holding PPL

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Forza Wealth Management's PPL Position: Q2 2026 in Review

Forza Wealth Management held its PPL Corp (PPL) position steady in Q2 2026 at 14,616 shares worth $531K. The position accounts for 0.16% of the portfolio, ranked #125.

Forza Wealth Management first reported a position in PPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $558K in Q1 2026. 180 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Forza Wealth Management held 14,616 shares of PPL Corp worth $531K as of Q2 2026.
  • Forza Wealth Management left its PPL Corp share count unchanged in Q2 2026.
  • PPL Corp made up 0.16% of Forza Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Forza Wealth Management first reported a position in PPL Corp in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's PPL Corp position peaked at $558K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.