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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

NGG holding history

National Grid PLC in every 13F filed by Primoris Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NGG overviewAll 13F holders of NGGFull Q2 2026 holdings

Shares (Q2 2026)
2,572
Value
$213.1K
% of portfolio
0.1%
Quarters held
13
Since Q4 2021
Holdings of NGG by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,572$213.1K0.1%00.0%UnchangedHolders
Q1 20262,572$217.6K0.2%+2,572NewHolders
Q4 20240$00.0%−3,310−100.0%Sold outHolders
Q3 20243,310$230.6K0.2%+3,310NewHolders
Q2 20240$00.0%−3,310−100.0%Sold outHolders
Q1 20243,310$225.8K0.2%00.0%UnchangedHolders
Q4 20233,310$225.0K0.2%−229−6.5%ReducedHolders
Q3 20233,539$214.5K0.3%−458−11.5%ReducedHolders
Q2 20233,997$269.1K0.3%00.0%UnchangedHolders
Q1 20233,997$271.7K0.3%+5+0.1%AddedHolders
Q4 20223,992$240.8K0.4%00.0%UnchangedHolders
Q3 20223,992$207.0K0.4%−84−2.1%ReducedHolders
Q2 20224,076$266.0K0.4%+84+2.1%AddedHolders
Q1 20223,992$307.0K0.3%00.0%UnchangedHolders
Q4 20213,992$288.0K0.2%–No prior filingHolders