Kovitz Investment Group Partners
PPL

Kovitz Investment Group Partners’s PPL Corp PPL Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-11,457
Closed -$428K – 1099
2025
Q3 		$428K Sell
11,457
-4,714
-29% -$169K ﹤0.01% 1090
2025
Q2 		$548K Buy
16,171
+654
+4% +$22.8K ﹤0.01% 944
2025
Q1 		$560K Buy
15,517
+743
+5% +$25.2K ﹤0.01% 876
2024
Q4 		$480K Buy
+14,774
New +$487K ﹤0.01% 906

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's PPL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 11,457 shares — an estimated $428K sold.

Kovitz Investment Group Partners first reported a position in PPL in Q4 2024 and held it in 4 quarters. The position peaked at $560K in Q1 2025. 969 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,457 PPL Corp shares in Q4 2025, an estimated $428K.
  • Kovitz Investment Group Partners first reported a position in PPL Corp in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's PPL Corp position peaked at $560K in Q1 2025.
  • 969 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.