True Wealth Design’s PPL Corp PPL Stock Holding History

True Wealth Design’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	$45.8K	Sell	1,392 -303	-18%	-$10.6K	0.01%	538
2026 Q2	$61.6K	Buy	1,695 +1,438	+560%	+$53.1K	0.01%	413
2026 Q1	$9.8K	Buy	257 +143	+125%	+$5.28K	﹤0.01%	976
2025 Q4	$3.99K	Sell	114 -43	-27%	-$1.55K	﹤0.01%	1186
2025 Q3	$5.84K	Buy	157 +64	+69%	+$2.3K	﹤0.01%	1022
2025 Q2	$3.15K	Sell	93 -12	-11%	-$418	﹤0.01%	994
2025 Q1	$3.79K	Buy	105 +72	+218%	+$2.44K	﹤0.01%	774
2024 Q4	$1.07K	Buy	33 +6	+22%	+$198	﹤0.01%	916
2024 Q3	$894	Buy	27 +4	+17%	+$122	﹤0.01%	998
2024 Q2	$636	Buy	23 +4	+21%	+$112	﹤0.01%	617
2024 Q1	$524	Buy	19 +9	+90%	+$240	﹤0.01%	616
2023 Q4	$271	Hold	10	–	–	﹤0.01%	630
2023 Q3	$236	Hold	10	–	–	﹤0.01%	612
2023 Q2	$265	Hold	10	–	–	﹤0.01%	610
2023 Q1	$278	Sell	10 -15	-60%	-$425	﹤0.01%	672
2022 Q4	$730	Buy	+25	New	+$687	﹤0.01%	380

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

True Wealth Design's PPL Position: Q3 2026 in Review

True Wealth Design reduced its PPL Corp (PPL) stake by 18% in Q3 2026, selling an estimated $10.6K and leaving 1,392 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #538.

True Wealth Design first reported a position in PPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $61.6K in Q2 2026. 115 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

True Wealth Design held 1,392 shares of PPL Corp worth $45.8K as of Q3 2026.
True Wealth Design sold 303 PPL Corp shares in Q3 2026, an estimated $10.6K.
PPL Corp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #538 holding.
True Wealth Design first reported a position in PPL Corp in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's PPL Corp position peaked at $61.6K in Q2 2026.
115 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.