GeoWealth Management, LLC

Position in NGG — National Grid PLC

CIK 1593387 CHICAGO, IL

Position in NGG

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

Position Value

$1,042,753

+$41,766 QoQ

Shares Held

12,583

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#200

of 612 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 5% Shared 4% None 92%

Utilities · as of Jun 30, 2026

GeoWealth Management, LLC holds $10,640,115 across 19 Utilities - Regulated Electric names. NGG ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	21,067	$1,568,438
2	ES	Eversource Energy	18,375	$1,327,961
3	NGG	National Grid PLC This page	12,583	$1,042,753
4	EXC	Exelon Corp	21,546	$1,004,474
5	PPL	PPL Corp	19,186	$697,411
6	ETR	Entergy Corp /De/	5,643	$648,154
7	SO	Southern Co	5,215	$499,127
8	DUK	Duke Energy CORP	3,795	$480,371

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,042,753	12,583	+6.3%	Shares	Other	2026-07-30
2026-03-31	$1,000,987	11,832	+34.7%	Shares	Other	2026-05-13
2025-12-31	$679,210	8,781	+12.1%	Shares	Other	2026-02-17
2025-09-30	$569,369	7,835	+24.6%	Shares	Other	2025-11-13
2025-06-30	$468,038	6,290	+87.3%	Shares	Other	2025-08-13
2025-03-31	$220,383	3,359	+43.3%	Shares	Other	2025-05-09
2024-12-31	$139,280	2,344	-36.1%	Shares	Other	2025-02-13
2024-09-30	$255,410	3,666	+28.7%	Shares	Other	2024-11-12
2024-06-30	$161,823	2,849	+16.6%	Shares	Other	2024-08-12
2023-12-31	$166,167	2,444	+645.1%	Shares	Other	2024-02-13
2023-09-30	$19,886	328	—	Shares	Other	2023-11-13
No filing history on record for this holder in this stock.