PPL Corporation
MX ˙ BMV ˙ US69351T1060
SecurityMX:PPLC / PPL Corporation
InstitutionGeoWealth Management, LLC
Latest Disclosed Ownership18,998 shares
Latest Disclosed Value $ 725,738
GeoWealth Management, LLC reports 2.74% increase in ownership of PPLC / PPL Corporation

On May 13, 2026 - GeoWealth Management, LLC filed a 13F-HR form disclosing ownership of 18,998 shares of PPL Corporation (MX:PPLC) valued at $725,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,491 shares of PPL Corporation. This represents a change in shares of 2.74% 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 18,998 507 2.74 726 12.06 0.0261
2026-02-17 2025-12-31 13F PPL COM 69351T106 18,491 -1,430 -7.18 648 -12.57 0.0239
2025-11-13 2025-09-30 13F PPL COM 69351T106 19,921 506 2.61 740 12.63 0.0270
2025-08-13 2025-06-30 13F PPL COM 69351T106 19,415 517 2.74 658 -3.67 0.0257
2025-05-09 2025-03-31 13F PPL COM 69351T106 18,898 5,529 41.36 682 57.51 0.0274
2025-02-13 2024-12-31 13F PPL COM 69351T106 13,369 -260 -1.91 434 -3.78 0.0142
2024-11-12 2024-09-30 13F PPL COM 69351T106 13,629 -534 -3.77 451 15.09 0.0159
2024-08-12 2024-06-30 13F PPL COM 69351T106 14,163 509 3.73 392 4.27 0.0170
2024-05-15 2024-03-31 13F/A-1 PPL COM 69351T106 13,654 -2,896 -17.50 376 0.0145
2024-02-13 2023-12-31 13F PPL COM 69351T106 16,550 16,489 27,031.15 0 0.0371
2023-11-13 2023-09-30 13F PPL COM 69351T106 61 1 1.67 0 0.0002
2023-08-10 2023-06-30 13F/A-1 PPL COM 69351T106 60 0 0.00 0 0.0002
2023-08-10 2023-06-30 13F PPL COM 69351T106 60 0
2023-05-12 2023-03-31 13F PPL COM 69351T106 60 60 0 0.0002
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.