Position in NGG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$475,176
-$9,920 QoQ
Shares Held
5,734
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#296
of 614 holders
Holding Since
Sep 2022
16 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, 2026Joel Isaacson & Co., LLC holds $9,865,110 across 8 Utilities - Regulated Electric names. NGG ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,746 | $4,102,896 | |
| 2 | ED |
Consolidated Edison Inc
|
22,363 | $2,474,018 | |
| 3 | DUK |
Duke Energy CORP
|
6,366 | $805,808 | |
| 4 | D |
Dominion Energy, Inc
|
10,901 | $744,429 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,830 | $523,982 | |
| 6 | NGG |
National Grid PLC
This page
|
5,734 | $475,176 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,156 | $418,460 | |
| 8 | SO |
Southern Co
|
3,347 | $320,341 |
All Filings in NGG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,176 | 5,734 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $485,096 | 5,734 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $443,524 | 5,734 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $427,735 | 5,886 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $437,977 | 5,886 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $386,180 | 5,886 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $349,746 | 5,886 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $410,077 | 5,886 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $334,324 | 5,886 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $391,173 | 5,734 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $389,854 | 5,734 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $347,652 | 5,734 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $386,070 | 5,734 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $389,854 | 5,734 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $345,874 | 5,734 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $243,943 | 4,734 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||