Teilinger Capital Ltd. PPL — PPL Corp COM

Ownership history in Teilinger Capital Ltd.  ·  27 quarters on record

AI Ownership Summary

Teilinger Capital Ltd. reported PPL Corp COM (PPL) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 17.94% in 2023 Q4. The latest visible filing shows PPL at 0.39% 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 Teilinger Capital Ltd.'s position in PPL Corp COM, 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 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.94% in 2023 Q4

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.

PPL stock page Teilinger Capital Ltd. fund profile Teilinger Capital Ltd. full holdings
How Teilinger Capital Ltd. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 215,000 +100,000 +87.0% 0.39% $7.5M 2026-02-13 $37.54
2025 Q3 REDUCED 76.5% -4.5% ✅ 115,000 -375,000 -76.5% 3.71% $4.3M 2025-11-14 $36.19
2024 Q4 REDUCED 67.3% +12.1% ❌ 490,000 -1,010,000 -67.3% 2.79% $15.9M 2025-02-05 $32.61
2024 Q3 ADDED — — — 1,500,000 +500,000 +50.0% 17.84% $49.6M 2024-10-16 $31.12
2024 Q2 REDUCED — — — 1,000,000 -9,000 -0.9% 12.05% $27.6M 2024-08-08 $28.87
2024 Q1 REDUCED 18.2% +0.3% ❌ 1,009,000 -224,300 -18.2% 8.20% $27.8M 2024-05-14 $27.37
2023 Q4 REDUCED 16.0% +2.5% ❌ 1,233,300 -235,200 -16.0% 17.94% $33.4M 2024-02-13 $24.19
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PPL

As of 2026 Q1 — sorted by position size

Verbena Value LP 4.63% Royal Palms Capital LLC 2.75% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2.72% Portman Square Capital LLP 3Y 2.61% REAVES W H & CO INC 3Y 7Y 2.35% Amplify Investments, LLC 2.25% BERKSHIRE ASSET MANAGEMENT LLC/PA 3Y 7Y 1.89% Grandview Asset Management LLC 3Y 7Y 1.82% MOUNT VERNON ASSOCIATES INC /MD/ 3Y 7Y 1.76% LAWOOD & CO 1.73%

FAQ About Teilinger Capital Ltd. and PPL

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

How long has Teilinger Capital Ltd. reported owning PPL?

Teilinger Capital Ltd. reported PPL across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PPL position in Teilinger Capital Ltd.'s portfolio?

The largest reported portfolio weight for PPL was 17.94% in 2023 Q4.

What is the latest reported PPL position on this page?

The most recent filing on this page is 2025 Q4, when Teilinger Capital Ltd. reported 215,000 shares, equal to 0.39% of portfolio, with an estimated market value of $7.5M.

What does the chart on this PPL ownership page compare?

The chart compares Teilinger Capital Ltd.'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 Teilinger Capital Ltd. time their PPL position?

Based on 13F filing dates vs. subsequent PPL price moves, Teilinger Capital Ltd. correctly timed 14 out of 25 reported position changes (56%). The annualised alpha on PPL relative to SPY over the holding period was -5.9%.

← Back to Teilinger Capital Ltd. Holdings