Trifecta Capital Advisors
PPL icon

Trifecta Capital Advisors’s PPL Corp PPL Stock Holding History

Trifecta Capital 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 		– Sell
-5
Closed -$182 – 447
2026
Q2 		$182 Buy
+5
New +$185 ﹤0.01% 469
2023
Q4 		– Sell
-27
Closed -$637 – 454
2023
Q3 		$637 Buy
+27
New +$698 ﹤0.01% 407

Other funds holding PPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Trifecta Capital Advisors's PPL Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of PPL Corp (PPL) in Q3 2026, closing a stake of 5 shares — an estimated $182 sold.

Trifecta Capital Advisors first reported a position in PPL in Q3 2023 and held it in 2 quarters. The position peaked at $637 in Q3 2023. 369 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining PPL Corp position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 5 PPL Corp shares in Q3 2026, an estimated $182.
  • Trifecta Capital Advisors first reported a position in PPL Corp in Q3 2023 and held it in 2 quarters.
  • Trifecta Capital Advisors's PPL Corp position peaked at $637 in Q3 2023.
  • 369 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.