NGG NATIONAL GRID PLC

Ownership history in M. Kulyk & Associates, LLC  ·  21 quarters on record

AI Ownership Summary

M. Kulyk & Associates, LLC reported NATIONAL GRID PLC (NGG) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.05% in 2023 Q4. The latest visible filing shows NGG at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M. Kulyk & Associates, LLC's position in NATIONAL GRID PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NGG was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M. Kulyk & Associates, LLC held NGG — position size vs. price
% of Fund (quarterly)    NGG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 87,068 +9,953 +12.9% 1.29% $6.7M 2026-02-14 (Est.) $92.40
2025 Q3 ADDED 77,115 +40 +0.1% 1.14% $5.6M 2025-11-10 $76.24
2025 Q2 ADDED 77,075 +240 +0.3% 1.25% $5.7M 2025-08-07 $71.07
2025 Q1 ADDED 76,835 +480 +0.6% 1.15% $5.0M 2025-05-06 $69.27
2024 Q4 REDUCED 76,355 -2,835 -3.6% 0.98% $4.5M 2025-02-07 $58.96
2024 Q3 REDUCED 79,190 -526 -0.7% 1.11% $5.5M 2024-11-07 $60.61
2024 Q2 ADDED 79,716 +3,054 +4.0% 1.05% $4.5M 2024-08-05 $58.54
2024 Q1 REDUCED 76,662 -52,835 -40.8% 1.21% $5.2M 2024-05-09 $60.04
2023 Q4 ADDED 129,497 +133 +0.1% 2.05% $8.8M 2024-02-08 $55.02
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M. Kulyk & Associates, LLC and NGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has M. Kulyk & Associates, LLC reported owning NGG?

M. Kulyk & Associates, LLC reported NGG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NGG position in M. Kulyk & Associates, LLC's portfolio?

The largest reported portfolio weight for NGG was 2.05% in 2023 Q4.

What is the latest reported NGG position on this page?

The most recent filing on this page is 2025 Q4, when M. Kulyk & Associates, LLC reported 87,068 shares, equal to 1.29% of portfolio, with an estimated market value of $6.7M.

What does the chart on this NGG ownership page compare?

The chart compares M. Kulyk & Associates, LLC's quarterly NGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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