Position in NGG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$865,577
+$35,990 QoQ
Shares Held
10,445
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#221
of 612 holders
Holding Since
Mar 2022
8 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $16,108,587 across 18 Utilities - Regulated Electric names. NGG ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,676 | $4,184,522 | |
| 2 | DUK |
Duke Energy CORP
|
17,476 | $2,212,112 | |
| 3 | SO |
Southern Co
|
22,829 | $2,184,963 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,264 | $993,787 | |
| 5 | NGG |
National Grid PLC
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|
10,445 | $865,577 | |
| 6 | ED |
Consolidated Edison Inc
|
6,035 | $667,652 | |
| 7 | ETR |
Entergy Corp /De/
|
4,729 | $543,172 | |
| 8 | ES |
Eversource Energy
|
6,845 | $494,688 |
All Filings in NGG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,577 | 10,445 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $829,587 | 9,806 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $658,016 | 8,507 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $616,168 | 8,479 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $667,383 | 8,969 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $585,044 | 8,917 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $663,606 | 9,525 | Shares | Sole | 2024-10-10 | |
| 2022-03-31 | $200,015 | 2,602 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||