Position in NGG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$752,210
-$32,708 QoQ
Shares Held
9,077
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#236
of 612 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NGG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. NGG ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
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|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,777 | $516,731 |
All Filings in NGG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,210 | 9,077 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $784,918 | 9,278 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $825,169 | 10,668 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $216,464 | 3,811 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $266,808 | 3,911 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $237,123 | 3,911 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $267,268 | 3,931 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $223,787 | 3,710 | Shares | Sole | 2023-03-15 | |
| 2022-03-31 | $249,520 | 3,246 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $226,723 | 3,135 | Shares | Other | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||