Position in NGG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$352,020
+$48,190 QoQ
Shares Held
4,161
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 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, 2026PDS Planning, Inc holds $7,043,999 across 15 Utilities - Regulated Electric names. NGG ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,664 | $1,919,272 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,428 | $1,104,742 | |
| 3 | SO |
Southern Co
|
6,319 | $609,909 | |
| 4 | DUK |
Duke Energy CORP
|
4,232 | $554,138 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,254 | $425,311 | |
| 6 | KEP |
Korea Electric Power Corp
|
27,947 | $398,244 | |
| 7 | NGG |
National Grid PLC
This page
|
4,161 | $352,020 | |
| 8 | EXC |
Exelon Corp
|
5,646 | $276,766 |
All Filings in NGG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,020 | 4,161 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $303,830 | 3,928 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $283,994 | 3,908 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $273,307 | 3,673 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $216,644 | 3,302 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $214,095 | 3,073 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $209,640 | 3,073 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||