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 Q3	$481K	Hold	14,616	–	–	0.14%	138
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

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

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

KFP

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Forza Wealth Management's PPL Position: Q3 2026 in Review

Forza Wealth Management held its PPL Corp (PPL) position steady in Q3 2026 at 14,616 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #138.

Forza Wealth Management first reported a position in PPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $558K in Q1 2026. 144 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

Forza Wealth Management held 14,616 shares of PPL Corp worth $481K as of Q3 2026.
Forza Wealth Management left its PPL Corp share count unchanged in Q3 2026.
PPL Corp made up 0.14% of Forza Wealth Management's portfolio in Q3 2026, its #138 holding.
Forza Wealth Management first reported a position in PPL Corp in Q4 2022 and has held it in 16 quarters since.
Forza Wealth Management's PPL Corp position peaked at $558K in Q1 2026.
144 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.