MYCIO WEALTH PARTNERS, LLC PPL PPL Corporation Common

Ownership history in MYCIO WEALTH PARTNERS, LLC  ·  79 quarters on record

AI Ownership Summary

MYCIO WEALTH PARTNERS, LLC reported PPL Corporation Common (PPL) in 79 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows PPL at 0.10% 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 MYCIO WEALTH PARTNERS, LLC's position in PPL Corporation Common, 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
2026 Q1

PPL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

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 2026 Q1

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 MYCIO WEALTH PARTNERS, LLC held PPL — position size vs. price
% of Fund (quarterly)    PPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,916 0% 0.10% $493K 2026-04-29 $38.66
2025 Q4 UNCHANGED 12,916 0% 0.09% $452K 2026-02-10 $35.80
2025 Q3 UNCHANGED 12,916 0% 0.11% $480K 2025-11-12 $36.31
2025 Q2 UNCHANGED 12,916 0% 0.10% $438K 2025-07-31 $34.87
2025 Q1 UNCHANGED 12,916 0% 0.11% $466K 2025-05-07 $35.21
2024 Q4 UNCHANGED 12,916 0% 0.10% $419K 2025-01-30 $32.18
2024 Q3 UNCHANGED 12,916 0% 0.10% $427K 2024-10-25 $30.94
2024 Q2 UNCHANGED 12,916 0% 0.09% $357K 2024-08-12 $29.18
2024 Q1 UNCHANGED 12,916 0% 0.09% $356K 2024-05-08 $26.74
2023 Q4 ADDED 12,916 +92 +0.7% 0.10% $350K 2024-01-30 $24.17
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MYCIO WEALTH PARTNERS, LLC and PPL

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

How long has MYCIO WEALTH PARTNERS, LLC reported owning PPL?

MYCIO WEALTH PARTNERS, LLC reported PPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PPL position in MYCIO WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for PPL was 0.11% in 2025 Q3.

What is the latest reported PPL position on this page?

The most recent filing on this page is 2026 Q1, when MYCIO WEALTH PARTNERS, LLC reported 12,916 shares, equal to 0.10% of portfolio, with an estimated market value of $493K.

What does the chart on this PPL ownership page compare?

The chart compares MYCIO WEALTH PARTNERS, LLC'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.

How well did MYCIO WEALTH PARTNERS, LLC time their PPL position?

Based on 13F filing dates vs. subsequent PPL price moves, MYCIO WEALTH PARTNERS, LLC correctly timed 24 out of 43 reported position changes (56%). The annualised alpha on PPL relative to SPY over the holding period was -5.1%.

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