Position in NGG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,170,538
+$102,125 QoQ
Shares Held
14,125
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#188
of 612 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $7,734,727 across 7 Utilities - Regulated Electric names. NGG ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,346 | $2,400,158 | |
| 2 | ED |
Consolidated Edison Inc
|
17,334 | $1,917,660 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
16,078 | $1,304,890 | |
| 4 | NGG |
National Grid PLC
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|
14,125 | $1,170,538 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,678 | $366,377 | |
| 6 | DUK |
Duke Energy CORP
|
2,373 | $300,374 | |
| 7 | D |
Dominion Energy, Inc
|
4,023 | $274,730 |
All Filings in NGG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,538 | 14,125 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,068,413 | 12,629 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $941,117 | 12,167 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $846,823 | 11,653 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $865,090 | 11,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $732,929 | 11,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $656,591 | 11,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $757,103 | 10,867 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $612,872 | 10,790 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $756,969 | 11,096 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $752,921 | 11,074 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $633,098 | 10,442 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $694,710 | 10,318 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $701,112 | 10,312 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $620,813 | 10,292 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $503,345 | 9,768 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $618,048 | 9,554 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $734,415 | 9,554 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $689,643 | 9,536 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $571,553 | 9,585 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||