SEC 13F Intelligence

Montrusco Bolton Investments Inc. / PPL

Montrusco Bolton Investments Inc.’s Ppl Corp Position

Does Montrusco Bolton Investments Inc. own Ppl Corp (PPL)? Yes — 224.4K shares worth $10M (+0.15% of its 13F portfolio) as of Q1 2026, down from 229.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
224.4K
% of Portfolio
+0.15%
Quarters Held
11
currently held

Position History PPL

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $15MQ2 ’19: $12MQ2 ’19Q3 ’19: $44MQ4 ’19: $35MQ4 ’19Q1 ’20: $6MQ1 ’25: $16MQ1 ’25Q2 ’25: $12MQ3 ’25: $11MQ3 ’25Q4 ’25: $9MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026224.4K$10M+0.15%
Q4 2025229.5K$9M+0.11%
Q3 2025279.3K$11M+0.13%
Q2 2025323.4K$12M+0.13%
Q1 2025405.6K$16M+0.21%
Q1 2020315.2K$6M+0.46%
Q4 2019948.9K$35M+2.03%
Q3 20191.24M$44M+2.58%
Q2 2019318.6K$12M+0.77%
Q1 2019427.8K$15M+0.98%
Q4 2018547.0K$16M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of PPL.