Position in NGG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,389,781
+$203,125 QoQ
Shares Held
65,039
+6.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#86
of 612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NGG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. NGG ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
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|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in NGG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,389,781 | 65,039 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,186,656 | 61,308 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,878,290 | 24,283 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,209,374 | 16,642 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $747,374 | 10,044 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $535,115 | 8,156 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $474,944 | 7,993 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $571,572 | 8,204 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $470,474 | 8,283 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,890 | 101 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,110 | 134 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,124 | 134 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $9,560 | 142 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,362 | 123 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $6,092 | 101 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,698 | 130 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,921 | 107 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $8,225 | 107 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $8,606 | 119 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $437,624 | 7,339 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $491,123 | 7,681 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $467,877 | 7,898 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $485,462 | 8,224 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $522,421 | 9,040 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $566,096 | 9,320 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,172,334 | 20,119 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||