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James T. Borello RIA’s PPL Corp PPL Stock Holding History

James T. Borello RIA’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 		$8.82K Sell
268
-187
-41% -$6.52K ﹤0.01% 636
2026
Q2 		$16.5K Buy
455
+285
+168% +$10.5K ﹤0.01% 463
2026
Q1 		$6.49K Buy
170
+151
+795% +$5.57K ﹤0.01% 681
2025
Q4 		$665 Sell
19
-190
-91% -$6.85K ﹤0.01% 912
2025
Q3 		$7.77K Buy
+209
New +$7.51K ﹤0.01% 352

Other funds holding PPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Fisher Funds Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James T. Borello RIA's PPL Position: Q3 2026 in Review

James T. Borello RIA reduced its PPL Corp (PPL) stake by 41% in Q3 2026, selling an estimated $6.52K and leaving 268 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

James T. Borello RIA first reported a position in PPL in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q2 2026. 113 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • James T. Borello RIA held 268 shares of PPL Corp worth $8.82K as of Q3 2026.
  • James T. Borello RIA sold 187 PPL Corp shares in Q3 2026, an estimated $6.52K.
  • PPL Corp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #636 holding.
  • James T. Borello RIA first reported a position in PPL Corp in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's PPL Corp position peaked at $16.5K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.