ELEVATION POINT WEALTH PARTNERS, LLC

Position in NGG — National Grid PLC

CIK 1744349 DENVER, CO

Position in NGG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,042,082

+$1,261,055 QoQ

Shares Held

24,642

+166.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#148

of 612 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $52,295,013 across 17 Utilities - Regulated Electric names. NGG ranks #7 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	162,426	$14,256,130
2	SO	Southern Co	93,411	$8,940,366
3	ETR	Entergy Corp /De/	47,142	$5,414,730
4	XEL	Xcel Energy Inc	52,445	$4,211,333
5	AEP	American Electric Power Co Inc	26,893	$3,679,231
6	DUK	Duke Energy CORP	26,993	$3,416,773
7	NGG	National Grid PLC This page	24,642	$2,042,082
8	CNP	Centerpoint Energy Inc	37,382	$1,646,303

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,042,082	24,642	+166.9%	Shares	Sole	2026-08-12
2026-03-31	$781,027	9,232	+42.9%	Shares	Sole	2026-04-27
2025-12-31	$499,835	6,462	+13.5%	Shares	Sole	2026-02-12
2025-09-30	$413,710	5,693	+160.7%	Shares	Sole	2025-11-14
2025-06-30	$162,511	2,184	-73.7%	Shares	Sole	2026-02-03
2023-12-31	$563,569	8,289	+7.9%	Shares	Sole	2024-02-13
2023-09-30	$465,638	7,680	+5.5%	Shares	Sole	2023-10-11
2023-06-30	$490,297	7,282	+8.3%	Shares	Sole	2023-08-14
2023-03-31	$457,096	6,723	+58.0%	Shares	Sole	2023-05-11
2022-12-31	$256,661	4,255	-29.8%	Shares	Sole	2023-02-14
2022-09-30	$312,220	6,059	+13.0%	Shares	Sole	2022-11-07
2022-06-30	$346,867	5,362	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.