Position in NGG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$809,805
+$21,249 QoQ
Shares Held
9,772
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#228
of 612 holders
Holding Since
Dec 2025
3 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, 2026Legacy Wealth Asset Management, LLC holds $5,057,173 across 7 Utilities - Regulated Electric names. NGG ranks #5 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
12,466 | $851,303 | |
| 2 | DUK |
Duke Energy CORP
|
6,640 | $840,491 | |
| 3 | NEE |
Nextera Energy Inc
|
9,574 | $840,309 | |
| 4 | SO |
Southern Co
|
8,742 | $836,696 | |
| 5 | NGG |
National Grid PLC
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|
9,772 | $809,805 | |
| 6 | XEL |
Xcel Energy Inc
|
8,318 | $667,935 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
2,941 | $210,634 |
All Filings in NGG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,805 | 9,772 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $788,556 | 9,321 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $710,227 | 9,182 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||