Position in NGG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,037,946
+$24,692 QoQ
Shares Held
12,525
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
of 612 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NGG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. NGG ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
107,595 | $9,443,613 | |
| 2 | D |
Dominion Energy, Inc
|
79,128 | $5,403,651 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
14,571 | $1,701,455 | |
| 4 | PPL |
PPL Corp
|
37,139 | $1,350,002 | |
| 5 | SO |
Southern Co
|
13,889 | $1,329,316 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,175 | $1,255,231 | |
| 7 | ETR |
Entergy Corp /De/
|
9,666 | $1,110,236 | |
| 8 | NGG |
National Grid PLC
This page
|
12,525 | $1,037,946 |
All Filings in NGG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,946 | 12,525 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,013,254 | 11,977 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,139,829 | 14,736 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $903,942 | 12,439 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $598,554 | 8,044 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $587,078 | 8,948 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $464,604 | 7,819 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $676,913 | 9,716 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $513,188 | 9,035 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $642,154 | 9,413 | Shares | Sole | 2024-05-06 | |
| 2022-06-30 | $1,088,279 | 16,823 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||