MVA
PPL

Mount Vernon Associates’s PPL Corp PPL Stock Holding History

Mount Vernon Associates’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.19M Sell
60,150
-5,000
-8% -$185K 1.42% 21
2026
Q1 		$2.49M Hold
65,150
– – 1.76% 19
2025
Q4 		$2.28M Sell
65,150
-25
-0% -$901 1.53% 19
2025
Q3 		$2.42M Hold
65,175
– – 1.69% 18
2025
Q2 		$2.21M Hold
65,175
– – 1.6% 19
2025
Q1 		$2.35M Hold
65,175
– – 1.92% 17
2024
Q4 		$2.12M Buy
65,175
+200
+0.3% +$6.59K 1.65% 19
2024
Q3 		$2.15M Sell
64,975
-100
-0.2% -$3.06K 1.71% 16
2024
Q2 		$1.8M Hold
65,075
– – 1.59% 18
2024
Q1 		$1.79M Hold
65,075
– – 1.52% 22
2023
Q4 		$1.76M Sell
65,075
-1,225
-2% -$31.1K 1.73% 19
2023
Q3 		$1.56M Buy
66,300
+600
+0.9% +$15.5K 1.73% 21
2023
Q2 		$1.74M Sell
65,700
-100
-0.2% -$2.76K 1.85% 17
2023
Q1 		$1.83M Sell
65,800
-800
-1% -$22.7K 2.16% 17
2022
Q4 		$1.95M Hold
66,600
– – 2.5% 15
2022
Q3 		$1.69M Sell
66,600
-200
-0.3% -$5.73K 2.2% 17
2022
Q2 		$1.81M Hold
66,800
– – 2.21% 16
2022
Q1 		$1.91M Buy
66,800
+700
+1% +$19.7K 1.85% 19
2021
Q4 		$1.99M Hold
66,100
– – 1.72% 20
2021
Q3 		$1.84M Buy
66,100
+600
+0.9% +$17.3K 1.69% 20
2021
Q2 		$1.83M Buy
65,500
+1,500
+2% +$43.3K 1.68% 22
2021
Q1 		$1.85M Hold
64,000
– – 1.81% 22
2020
Q4 		$1.8M Buy
64,000
+200
+0.3% +$5.68K 1.9% 20
2020
Q3 		$1.74M Buy
+63,800
New +$1.72M 2.08% 17

Other funds holding PPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mount Vernon Associates's PPL Position: Q2 2026 in Review

Mount Vernon Associates reduced its PPL Corp (PPL) stake by 7.7% in Q2 2026, selling an estimated $185K and leaving 60,150 shares worth $2.19M. The position accounts for 1.42% of the portfolio, ranked #21.

Mount Vernon Associates first reported a position in PPL in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.49M in Q1 2026. 369 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Mount Vernon Associates held 60,150 shares of PPL Corp worth $2.19M as of Q2 2026.
  • Mount Vernon Associates sold 5,000 PPL Corp shares in Q2 2026, an estimated $185K.
  • PPL Corp made up 1.42% of Mount Vernon Associates's portfolio in Q2 2026, its #21 holding.
  • Mount Vernon Associates first reported a position in PPL Corp in Q3 2020 and has held it in 24 quarters since.
  • Mount Vernon Associates's PPL Corp position peaked at $2.49M in Q1 2026.
  • 369 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.