GENESIS PRIVATE WEALTH, LLC

Position in NGG — National Grid PLC

CIK 1965529 ASHBURN, VA

Position in NGG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$252,339

+$7,169 QoQ

Shares Held

3,045

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#387

of 612 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $1,868,413 across 6 Utilities - Regulated Electric names. NGG ranks #6 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,516	$445,055
2	FE	Firstenergy Corp	7,176	$341,147
3	SO	Southern Co	3,198	$306,080
4	D	Dominion Energy, Inc	3,922	$267,833
5	WEC	Wec Energy Group, Inc.	2,192	$255,959
6	NGG	National Grid PLC This page	3,045	$252,339

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,339	3,045	+5.1%	Shares	Sole	2026-07-13
2026-03-31	$245,170	2,898	-32.1%	Shares	Sole	2026-04-16
2025-12-31	$330,284	4,270	+5.9%	Shares	Sole	2026-01-08
2025-09-30	$293,150	4,034	-15.9%	Shares	Sole	2025-10-08
2025-06-30	$356,795	4,795	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$314,337	4,791	+24.9%	Shares	Sole	2025-04-23
2024-12-31	$227,935	3,836	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.