Formidable Asset Management, LLC

Position in NGG — National Grid PLC

CIK 1592613 CINCINNATI, OH

Position in NGG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$381,119

-$7,871 QoQ

Shares Held

4,599

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#327

of 612 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Formidable Asset Management, LLC holds $8,219,692 across 6 Utilities - Regulated Electric names. NGG ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	62,702	$5,503,354
2	DUK	Duke Energy CORP	10,080	$1,275,926
3	SO	Southern Co	5,924	$566,986
4	NGG	National Grid PLC This page	4,599	$381,119
5	ES	Eversource Energy	4,000	$289,080
6	ED	Consolidated Edison Inc	1,837	$203,227

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,119	4,599	+0.0%	Shares	Sole	2026-07-17
2026-03-31	$388,990	4,598	0.0%	Shares	Sole	2026-04-22
2025-12-31	$355,655	4,598	-14.9%	Shares	Sole	2026-01-16
2025-09-30	$392,418	5,400	0.0%	Shares	Sole	2025-10-29
2025-06-30	$401,814	5,400	0.0%	Shares	Sole	2025-07-16
2025-03-31	$354,294	5,400	-8.6%	Shares	Sole	2025-05-05
2024-12-31	$350,875	5,905	-21.8%	Shares	Sole	2025-02-19
2024-09-30	$526,147	7,552	-0.9%	Shares	Sole	2024-11-12
2024-06-30	$432,929	7,622	+31.6%	Shares	Sole	2024-08-08
2024-03-31	$395,130	5,792	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.