PPL β€” PPL CORP

Ownership history in Slocum, Gordon & Co LLP  Β·  10 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported PPL CORP (PPL) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.76% in 2025 Q3. The latest visible filing shows PPL at 4.03% 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 Slocum, Gordon & Co LLP's position in PPL CORP, 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 4.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.76% 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 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 Slocum, Gordon & Co LLP 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 158,700 -1,855 -1.2% 4.03% $5.6M 2026-02-14 (Est.) $37.54
2025 Q3 REDUCED 160,555 -1,002 -0.6% 4.76% $6.0M 2025-10-17 $36.86
2025 Q2 REDUCED 161,557 -6,800 -4.0% 4.41% $5.5M 2025-08-19 $35.89
2025 Q1 REDUCED 168,357 -2,030 -1.2% 4.53% $6.1M 2025-04-23 $35.12
2024 Q4 REDUCED 170,387 -3,363 -1.9% 4.55% $5.5M 2025-01-28 $31.57
2024 Q3 REDUCED 173,750 -5,005 -2.8% 2.31% $5.7M 2024-11-04 $30.58
2024 Q2 REDUCED 178,755 -1,549 -0.9% 3.68% $4.9M 2024-08-05 $28.44
2024 Q1 ADDED 180,304 +12,411 +7.4% 3.68% $5.0M 2024-05-02 $26.18
2023 Q4 REDUCED 167,893 -9,403 -5.3% 3.99% $4.5M 2024-02-14 $24.19
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP and PPL

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

How long has Slocum, Gordon & Co LLP reported owning PPL?

Slocum, Gordon & Co LLP reported PPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PPL position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for PPL was 4.76% in 2025 Q3.

What is the latest reported PPL position on this page?

The most recent filing on this page is 2025 Q4, when Slocum, Gordon & Co LLP reported 158,700 shares, equal to 4.03% of portfolio, with an estimated market value of $5.6M.

What does the chart on this PPL ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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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