Position in NGG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$378,384
+$14,435 QoQ
Shares Held
4,566
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#328
of 614 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NGG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $8,892,073 across 7 Utilities - Regulated Electric names. NGG ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
47,903 | $2,277,308 | |
| 2 | CNP |
Centerpoint Energy Inc
|
48,638 | $2,142,017 | |
| 3 | ETR |
Entergy Corp /De/
|
15,618 | $1,793,883 | |
| 4 | PPL |
PPL Corp
|
42,247 | $1,535,678 | |
| 5 | NEE |
Nextera Energy Inc
|
5,619 | $493,179 | |
| 6 | NGG |
National Grid PLC
This page
|
4,566 | $378,384 | |
| 7 | SO |
Southern Co
|
2,838 | $271,624 |
All Filings in NGG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,384 | 4,566 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $363,949 | 4,302 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $315,123 | 4,074 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $242,717 | 3,340 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||