Position in NGG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,560,363
+$1,150,002 QoQ
Shares Held
53,905
+22.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10.101103793711157.ToString("F0")%
Shared 0.ToString("F0")%
None 89.89889620628884.ToString("F0")%
Common Shares in NGG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $303,422,321 across 36 Utilities - Regulated Electric names. NGG ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
359,935 | $33,430,762 | |
| 2 | DUK |
Duke Energy CORP
|
225,404 | $29,514,399 | |
| 3 | ED |
Consolidated Edison Inc
|
249,548 | $28,243,842 | |
| 4 | AEP |
American Electric Power Co Inc
|
193,428 | $25,354,542 | |
| 5 | EVRG |
Evergy, Inc.
|
302,333 | $24,767,119 | |
| 6 | SO |
Southern Co
|
235,866 | $22,765,786 | |
| 7 | EIX |
Edison International
|
266,744 | $19,520,325 | |
| 8 | PCG |
PG&E Corp
|
1,087,404 | $19,105,688 |
All Filings in NGG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,560,363 | 53,905 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,410,361 | 44,090 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,160,781 | 43,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,827,203 | 51,434 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,866,801 | 28,453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,881,415 | 31,663 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,853,195 | 40,953 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,088,748 | 71,985 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,572,655 | 96,345 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,068,657 | 59,842 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,143,422 | 51,846 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,687,544 | 39,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,723,614 | 25,351 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,299,172 | 21,538 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,120,725 | 21,749 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,530,630 | 23,661 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,676,995 | 21,816 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,224,305 | 16,929 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $926,650 | 15,540 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,221,957 | 19,111 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,366,192 | 23,062 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,435,668 | 24,321 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,302,933 | 22,546 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,338,041 | 22,029 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,083,064 | 18,587 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||