Position in NGG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$972,562
+$66,581 QoQ
Shares Held
11,736
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#210
of 614 holders
Holding Since
Mar 2024
8 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, 2026GC Wealth Management RIA, LLC holds $6,448,830 across 7 Utilities - Regulated Electric names. NGG ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,767 | $2,788,189 | |
| 2 | SO |
Southern Co
|
11,552 | $1,105,641 | |
| 3 | NGG |
National Grid PLC
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|
11,736 | $972,562 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,503 | $479,245 | |
| 5 | XEL |
Xcel Energy Inc
|
5,626 | $451,767 | |
| 6 | PPL |
PPL Corp
|
10,455 | $380,039 | |
| 7 | DUK |
Duke Energy CORP
|
2,144 | $271,387 |
All Filings in NGG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,562 | 11,736 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $905,981 | 10,709 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $651,828 | 8,427 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $582,812 | 8,020 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $335,589 | 4,510 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $317,068 | 4,551 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $212,716 | 3,745 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $272,061 | 3,988 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||