Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
NGG holding history
National Grid PLC in every 13F filed by Phillips Wealth Planners 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)
- 2,667
- Value
- $221.7K
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,667 | $221.7K | 0.2% | +180+7.2% | Added | Holders |
| Q1 2026 | 2,487 | $216.8K | 0.2% | −1,302−34.4% | Reduced | Holders |
| Q4 2025 | 3,789 | $306.3K | 0.2% | −11−0.3% | Reduced | Holders |
| Q3 2025 | 3,800 | $280.8K | 0.2% | −108−2.8% | Reduced | Holders |
| Q2 2025 | 3,908 | $275.7K | 0.2% | +59+1.5% | Added | Holders |
| Q1 2025 | 3,849 | $262.0K | 0.3% | +3,849 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −3,552−100.0% | Sold out | Holders |
| Q3 2024 | 3,552 | $242.0K | 0.2% | −66−1.8% | Reduced | Holders |
| Q2 2024 | 3,618 | $222.3K | 0.2% | +57+1.6% | Added | Holders |
| Q1 2024 | 3,561 | $226.2K | 0.3% | +94+2.7% | Added | Holders |
| Q4 2023 | 3,467 | $228.6K | 0.3% | +3,467 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −3,067−100.0% | Sold out | Holders |
| Q2 2023 | 3,067 | $206.5K | 0.3% | +3,067 | New | Holders |