Tortoise Investment Management’s PPL Corp PPL Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-22	Closed	-$818	–	1131
2025 Q3	$818	Buy	22 +13	+144%	+$467	﹤0.01%	1089
2025 Q2	$305	Buy	+9	New	+$313	﹤0.01%	1162
2017 Q1	–	Sell	-200	Closed	-$7K	–	505
2016 Q4	$7K	Buy	+200	New	+$6.71K	﹤0.01%	372
2015 Q4	–	Sell	-173	Closed	-$6K	–	428
2015 Q3	$6K	Hold	173	–	–	﹤0.01%	329
2015 Q2	$5K	Sell	173 -13	-7%	-$406	﹤0.01%	361
2015 Q1	$6K	Hold	186	–	–	﹤0.01%	330
2014 Q4	$6K	Sell	186 -134	-42%	-$4.38K	﹤0.01%	354
2014 Q3	$10K	Hold	320	–	–	﹤0.01%	297
2014 Q2	$11K	Hold	320	–	–	﹤0.01%	310
2014 Q1	$10K	Hold	320	–	–	﹤0.01%	266
2013 Q4	$9K	Sell	320 -376	-54%	-$10.6K	﹤0.01%	252
2013 Q3	$20K	Hold	696	–	–	0.01%	200
2013 Q2	$20K	Buy	+696	New	+$20.1K	0.01%	190

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's PPL Position: Q4 2025 in Review

Tortoise Investment Management sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 22 shares — an estimated $818 sold.

Tortoise Investment Management first reported a position in PPL in Q2 2013 and held it in 13 quarters. The position peaked at $20K in Q3 2013. 970 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

Tortoise Investment Management reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 22 PPL Corp shares in Q4 2025, an estimated $818.
Tortoise Investment Management first reported a position in PPL Corp in Q2 2013 and held it in 13 quarters.
Tortoise Investment Management's PPL Corp position peaked at $20K in Q3 2013.
970 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.