PPL β€” PPL Corporation

Ownership history in MOUNT VERNON ASSOCIATES INC /MD/  Β·  22 quarters on record

AI Ownership Summary

MOUNT VERNON ASSOCIATES INC /MD/ reported PPL Corporation (PPL) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.92% in 2025 Q1. The latest visible filing shows PPL at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOUNT VERNON ASSOCIATES INC /MD/'s position in PPL Corporation, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PPL was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOUNT VERNON ASSOCIATES INC /MD/ held PPL β€” position size vs. price
% of Fund (quarterly)    PPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 65,150 -25 -0.0% 1.53% $2.3M 2026-02-14 (Est.) $37.54
2025 Q3 UNCHANGED 65,175 β€” 0% 1.69% $2.4M 2025-10-24 $36.77
2025 Q2 UNCHANGED 65,175 β€” 0% 1.60% $2.2M 2025-07-22 $35.96
2025 Q1 UNCHANGED 65,175 β€” 0% 1.92% $2.4M 2025-04-23 $35.12
2024 Q4 ADDED 65,175 +200 +0.3% 1.65% $2.1M 2025-01-14 $30.75
2024 Q3 REDUCED 64,975 -100 -0.2% 1.71% $2.1M 2024-10-15 $30.85
2024 Q2 UNCHANGED 65,075 β€” 0% 1.59% $1.8M 2024-07-19 $27.08
2024 Q1 UNCHANGED 65,075 β€” 0% 1.52% $1.8M 2024-04-22 $25.67
2023 Q4 REDUCED 65,075 -1,225 -1.8% 1.73% $1.8M 2024-01-26 $24.04
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MOUNT VERNON ASSOCIATES INC /MD/ and PPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOUNT VERNON ASSOCIATES INC /MD/ reported owning PPL?

MOUNT VERNON ASSOCIATES INC /MD/ reported PPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PPL position in MOUNT VERNON ASSOCIATES INC /MD/'s portfolio?

The largest reported portfolio weight for PPL was 1.92% in 2025 Q1.

What is the latest reported PPL position on this page?

The most recent filing on this page is 2025 Q4, when MOUNT VERNON ASSOCIATES INC /MD/ reported 65,150 shares, equal to 1.53% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PPL ownership page compare?

The chart compares MOUNT VERNON ASSOCIATES INC /MD/'s quarterly PPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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