Position in NGG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,154,130
+$133,516 QoQ
Shares Held
13,927
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#191
of 612 holders
Holding Since
Jun 2022
17 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, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. NGG ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
This page
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in NGG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,130 | 13,927 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,020,614 | 12,064 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $765,378 | 9,895 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $717,470 | 9,873 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $574,817 | 7,725 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $531,375 | 8,099 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $460,683 | 7,753 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $511,656 | 7,344 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $290,588 | 5,116 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $334,209 | 4,899 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $326,555 | 4,803 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $308,485 | 5,088 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $331,128 | 4,918 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $279,030 | 4,104 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $276,386 | 4,582 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $279,034 | 5,415 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $266,134 | 4,114 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||