ATLANTIC FAMILY WEALTH, LLC

Position in NGG — National Grid PLC

CIK 2012511 CORAL GABLES, FL

Position in NGG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$274,962

-$5,740 QoQ

Shares Held

3,318

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#374

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

ATLANTIC FAMILY WEALTH, LLC holds $1,195,184 across 4 Utilities - Regulated Electric names. NGG ranks #3 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	8,229	$391,206
2	WEC	Wec Energy Group, Inc.	2,383	$278,262
3	NGG	National Grid PLC This page	3,318	$274,962
4	DUK	Duke Energy CORP	1,981	$250,754

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,962	3,318	0.0%	Shares	Sole	2026-08-04
2026-03-31	$280,702	3,318	-33.9%	Shares	Sole	2026-05-08
2025-12-31	$388,451	5,022	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$365,602	5,031	0.0%	Shares	Sole	2025-11-06
2025-06-30	$374,356	5,031	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$331,396	5,051	+27.7%	Shares	Sole	2025-05-07
2024-12-31	$235,065	3,956	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.