Position in NGG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,264,516
+$141,859 QoQ
Shares Held
14,947
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NGG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Compound Planning, Inc. holds $26,185,295 across 27 Utilities - Regulated Electric names. NGG ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
85,498 | $7,941,053 | |
| 2 | DUK |
Duke Energy CORP
|
21,420 | $2,804,733 | |
| 3 | SO |
Southern Co
|
23,390 | $2,257,602 | |
| 4 | ETR |
Entergy Corp /De/
|
16,395 | $1,842,141 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,786 | $1,413,828 | |
| 6 | NGG |
National Grid PLC
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|
14,947 | $1,264,516 | |
| 7 | LNT |
Alliant Energy Corp
|
10,953 | $785,987 | |
| 8 | D |
Dominion Energy, Inc
|
11,521 | $712,228 |
All Filings in NGG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,264,516 | 14,947 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,122,657 | 14,514 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $915,787 | 12,602 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $829,820 | 11,152 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $469,111 | 7,150 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $315,995 | 5,318 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $392,660 | 5,636 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $327,933 | 4,807 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $211,856 | 3,116 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||