Position in NGG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,848,746
+$58,610 QoQ
Shares Held
22,309
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#161
of 614 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. NGG ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
This page
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in NGG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,848,746 | 22,309 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,790,136 | 21,160 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,203,778 | 28,491 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,061,502 | 28,368 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,029,904 | 27,280 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,689,588 | 25,752 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,227,854 | 20,664 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,574,751 | 22,603 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $986,559 | 17,369 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,582,090 | 23,191 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,534,262 | 22,566 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,184,588 | 19,538 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,247,826 | 18,533 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,082,672 | 15,924 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $802,013 | 13,296 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $772,846 | 14,998 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $962,910 | 14,885 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,185,718 | 15,425 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,102,229 | 15,241 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $910,609 | 15,271 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $982,438 | 15,365 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $863,126 | 14,570 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $830,551 | 14,070 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $710,065 | 12,287 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $712,297 | 11,727 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $664,744 | 11,408 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||