JEPPSON WEALTH MANAGEMENT, LLC

Position in NGG — National Grid PLC

CIK 1831263 MANHATTAN BEACH, CA

Position in NGG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$550,754

-$11,497 QoQ

Shares Held

6,646

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#282

of 612 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. NGG ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	34,666	$4,742,655
2	DUK	Duke Energy CORP	15,272	$1,933,129
3	SO	Southern Co	17,272	$1,653,103
4	D	Dominion Energy, Inc	15,034	$1,026,671
5	ED	Consolidated Edison Inc	6,431	$711,461
6	NEE	Nextera Energy Inc	8,099	$710,849
7	EVRG	Evergy, Inc.	7,345	$634,828
8	NGG	National Grid PLC This page	6,646	$550,754

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,754	6,646	0.0%	Shares	Sole	2026-08-04
2026-03-31	$562,251	6,646	0.0%	Shares	Sole	2026-04-14
2025-12-31	$514,068	6,646	-0.7%	Shares	Sole	2026-01-27
2025-09-30	$486,598	6,696	-1.5%	Shares	Sole	2025-10-15
2025-06-30	$505,690	6,796	-0.1%	Shares	Sole	2025-07-15
2025-03-31	$446,213	6,801	-32.9%	Shares	Sole	2025-04-24
2024-12-31	$601,984	10,131	-7.2%	Shares	Sole	2025-01-22
2024-09-30	$760,517	10,916	-0.6%	Shares	Sole	2024-11-05
2024-06-30	$623,891	10,984	-18.5%	Shares	Sole	2024-08-05
2024-03-31	$919,196	13,474	+0.1%	Shares	Sole	2024-04-17
2023-12-31	$914,737	13,454	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.