PPL Corporation
MX ˙ BMV ˙ US69351T1060
SecurityMX:PPLC / PPL Corporation
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership8,261 shares
Latest Disclosed Value $ 317,929
Legacy Advisors, LLC reports 6.39% decrease in ownership of PPLC / PPL Corporation

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 8,261 shares of PPL Corporation (MX:PPLC) valued at $317,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,825 shares of PPL Corporation. This represents a change in shares of -6.39% 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)
2026-05-05 2026-03-31 13F PPL COM 69351T106 8,261 -564 -6.39 318 1.93 0.0375
2026-01-27 2025-12-31 13F PPL COM 69351T106 8,825 684 8.40 311 2.30 0.0335
2025-11-13 2025-09-30 13F PPL COM 69351T106 8,141 8,141 305 0.0376
2025-08-07 2025-06-30 13F PPL COM 69351T106 0 -10,070 -100.00 0 -100.00
2025-04-23 2025-03-31 13F PPL COM 69351T106 10,070 585 6.17 366 18.06 0.0377
2025-02-14 2024-12-31 13F PPL COM 69351T106 9,485 -1,346 -12.43 310 -14.13 0.0301
2024-11-13 2024-09-30 13F PPL COM 69351T106 10,831 1,766 19.48 361 43.25 0.0391
2024-07-30 2024-06-30 13F PPL COM 69351T106 9,065 11 0.12 253 0.40 0.0308
2024-04-30 2024-03-31 13F PPL COM 69351T106 9,054 170 1.91 252 3.72 0.0318
2024-02-12 2023-12-31 13F PPL COM 69351T106 8,884 -562 -5.95 243 8.04 0.0313
2023-11-14 2023-09-30 13F PPL COM 69351T106 9,446 1,414 17.60 225 4.67 0.0362
2023-07-20 2023-06-30 13F PPL COM 69351T106 8,032 -95 -1.17 214 -5.73 0.0318
2023-05-01 2023-03-31 13F PPL COM 69351T106 8,127 -66 -0.81 228 -5.81 0.0420
2023-02-01 2022-12-31 13F PPL Common Stock 69351T106 8,193 90 1.11 241 16.43 0.0441
2022-11-09 2022-09-30 13F PPL COM 69351T106 8,103 65 0.81 207 -5.91 0.0457
2022-07-25 2022-06-30 13F PPL COM 69351T106 8,038 -32 -0.40 220 -5.17 0.0463
2022-05-11 2022-03-31 13F PPL COM 69351T106 8,070 70 0.88 232 -4.92 0.0450
2022-02-14 2021-12-31 13F PPL COM 69351T106 8,000 0 0.00 244 7.96 0.0895
2021-10-13 2021-09-30 13F PPL COM 69351T106 8,000 0 0.00 226 0.89 0.0904
2021-07-13 2021-06-30 13F PPL COM 69351T106 8,000 0 0.00 224 -3.03 0.0909
2021-04-12 2021-03-31 13F PPL COM 69351T106 8,000 0 0.00 231 2.21 0.1020
2021-01-15 2020-12-31 13F PPL COM 69351T106 8,000 0 0.00 226 2.26 0.1284
2020-10-08 2020-09-30 13F PPL COM 69351T106 8,000 0 0.00 221 5.24 0.1460
2020-07-09 2020-06-30 13F PPL COM 69351T106 8,000 0 0.00 210 4.48 0.1667
2020-04-15 2020-03-31 13F PPL COM 69351T106 8,000 0 0.00 201 -30.69 0.2011
2020-01-21 2019-12-31 13F PPL COM 69351T106 8,000 0 0.00 290 13.73 0.1840
2019-10-10 2019-09-30 13F PPL CORP COM COM 69351T106 8,000 0 0.00 255 1.59 0.1907
2019-07-15 2019-06-30 13F PPL CORP COM COM 69351T106 8,000 0 0.00 251 -2.33 0.1697
2019-04-12 2019-03-31 13F/A-1 PPL CORP COM COM 69351T106 8,000 0 0.00 257 11.74 0.1742
2019-04-08 2019-03-31 13F PPL CORP COM COM 69351T106 8,000 0 257
2019-01-14 2018-12-31 13F PPL CORP COM COM 69351T106 8,000 -108 -1.33 230 -4.56 0.1745
2018-10-18 2018-09-30 13F PPL CORP COM COM 69351T106 8,108 0 0.00 241 2.55 0.1187
2018-07-19 2018-06-30 13F PPL CORP COM COM 69351T106 8,108 1,000 14.07 235 18.69 0.1755
2018-04-17 2018-03-31 13F PPL CORP COM COM 69351T106 7,108 -1,931 -21.36 198 -29.79 0.1462
2018-01-26 2017-12-31 13F PPL CORP COM COM 69351T106 9,039 1,800 24.87 282 1.81 0.2749
2017-11-03 2017-09-30 13F/A-1 PPL COM 69351T106 7,239 131 1.84 277 0.00 0.3086
2017-11-01 2017-09-30 13F PPL COM 69351T106 7,108 0 277
2017-11-01 2017-06-30 13F PPL COM 69351T106 7,108 0 0.00 277 3.36 0.3535
2017-11-02 2017-03-31 13F PPL COM 69351T106 7,108 0 0.00 268 9.84 0.3620
2017-11-03 2016-12-31 13F PPL COM 69351T106 7,108 7,108 244 0.3334
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.