PPL Corporation
MX ˙ BMV ˙ US69351T1060
SecurityMX:PPLC / PPL Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership536,010 shares
Latest Disclosed Value $ 20,475,583
AE Wealth Management LLC reports 14.35% increase in ownership of PPLC / PPL Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 536,010 shares of PPL Corporation (MX:PPLC) valued at $20,475,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 468,733 shares of PPL Corporation. This represents a change in shares of 14.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F PPL COM 69351T106 536,010 67,277 14.35 20,476 24.73 0.0033
2026-01-26 2025-12-31 13F PPL COM 69351T106 468,733 11,119 2.43 16,415 -3.46 0.0942
2025-11-03 2025-09-30 13F PPL COM 69351T106 457,614 21,810 5.00 17,005 15.13 0.1084
2025-08-06 2025-06-30 13F PPL COM 69351T106 435,804 -46,406 -9.62 14,769 -15.18 0.1080
2025-05-06 2025-03-31 13F PPL COM 69351T106 482,210 90,727 23.18 17,412 37.03 0.1464
2025-02-13 2024-12-31 13F PPL COM 69351T106 391,483 17,608 4.71 12,707 2.75 0.1078
2024-11-14 2024-09-30 13F PPL COM 69351T106 373,875 -26,471 -6.61 12,368 11.73 0.1122
2024-08-12 2024-06-30 13F PPL COM 69351T106 400,346 18,414 4.82 11,070 5.28 0.1107
2024-05-15 2024-03-31 13F PPL COM 69351T106 381,932 -132,997 -25.83 10,515 -21.13 0.1188
2024-02-14 2023-12-31 13F PPL COM 69351T106 514,929 -14,667 -2.77 13,332 6.84 0.0681
2023-10-11 2023-09-30 13F PPL COM 69351T106 529,596 -44,426 -7.74 12,477 -17.85 0.0746
2023-07-10 2023-06-30 13F PPL COM 69351T106 574,022 -60,145 -9.48 15,189 -13.82 0.0913
2023-04-14 2023-03-31 13F PPL COM 69351T106 634,167 103,890 19.59 17,624 13.74 0.1134
2023-01-31 2022-12-31 13F PPL COM 69351T106 530,277 110,793 26.41 15,495 45.70 0.1120
2022-10-25 2022-09-30 13F PPL COM 69351T106 419,484 -16,718 -3.83 10,634 -10.14 0.0843
2022-08-03 2022-06-30 13F PPL COM 69351T106 436,202 133,369 44.04 11,834 36.83 0.0947
2022-04-18 2022-03-31 13F PPL COM 69351T106 302,833 45,297 17.59 8,649 11.72 0.0593
2022-01-20 2021-12-31 13F PPL COM 69351T106 257,536 25,879 11.17 7,742 19.86 0.0540
2021-11-01 2021-09-30 13F PPL COM 69351T106 231,657 41,277 21.68 6,459 21.30 0.0532
2021-07-21 2021-06-30 13F PPL COM 69351T106 190,380 66,150 53.25 5,325 48.62 0.0465
2021-04-27 2021-03-31 13F PPL COM 69351T106 124,230 12,367 11.06 3,583 13.57 0.0362
2021-02-01 2020-12-31 13F PPL COM 69351T106 111,863 -1,068 -0.95 3,155 2.67 0.0358
2020-11-06 2020-09-30 13F PPL COM 69351T106 112,931 6,376 5.98 3,073 11.62 0.0439
2020-08-05 2020-06-30 13F PPL COM 69351T106 106,555 18,587 21.13 2,753 26.81 0.0425
2020-05-07 2020-03-31 13F PPL COM 69351T106 87,968 9,367 11.92 2,171 -23.01 0.0499
2020-01-15 2019-12-31 13F PPL COM 69351T106 78,601 23,177 41.82 2,820 61.60 0.0612
2019-11-05 2019-09-30 13F PPL COM 69351T106 55,424 -18,066 -24.58 1,745 -23.43 0.0504
2019-07-22 2019-06-30 13F PPL COM 69351T106 73,490 34,423 88.11 2,279 83.79 0.0685
2019-05-14 2019-03-31 13F PPL COM 69351T106 39,067 -6,986 -15.17 1,240 -4.98 0.0862
2019-02-14 2018-12-31 13F PPL COM 69351T106 46,053 -13,605 -22.80 1,305 -25.26 0.2234
2018-11-13 2018-09-30 13F PPL COM 69351T106 59,658 23,183 63.56 1,746 67.72 0.0961
2018-08-14 2018-06-30 13F PPL COM 69351T106 36,475 -26,409 -42.00 1,041 -41.48 0.0708
2018-05-14 2018-03-31 13F PPL COM 69351T106 62,884 6,952 12.43 1,779 2.77 0.1373
2018-02-06 2017-12-31 13F PPL COM 69351T106 55,932 11,196 25.03 1,731 1.94 0.1528
2017-11-08 2017-09-30 13F PPL COM 69351T106 44,736 -1,151 -2.51 1,698 -4.28 0.1576
2017-08-11 2017-06-30 13F PPL COM 69351T106 45,887 2,898 6.74 1,774 10.39 0.2117
2017-05-10 2017-03-31 13F PPL COM 69351T106 42,989 7,655 21.66 1,607 33.58 0.2979
2017-02-14 2016-12-31 13F PPL COM 69351T106 35,334 35,334 1,203 0.4873
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.