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What smart money is saying about National GridUnited Kingdom flag

NG.L · Utilities · Regulated Electric

2 funds in our archive have pitched National Grid — most recently Schafer Cullen International High Dividend in June 2025.

Company profile

National Grid plc transmits and distributes electricity and gas. The company operates through UK Electricity Transmission, UK Electricity Distribution, UK Electricity System Operator, New England, and New York segments. The UK Electricity Transmission segment provides electricity transmission and construction work services in England and Wales. The UK Electricity Distribution segment offers electricity distribution services in Midlands, and South West of England and South Wales. The UK Electricity System Operator segment provides balancing services for supply and demand of electricity on Great Britain's electricity transmission system; and acts as an agent on behalf of transmission operators. The New England segment offers electricity and gas distribution, and electricity transmission services in New England. The New York segment provides electricity and gas distribution, and electricity transmission services in New York. It also engages in the provision of transmission services through electricity interconnectors and LNG importation at the Isle of Grain; sale of renewables projects; and leasing and sale of commercial property, as well as insurance activities in the United Kingdom. The company was founded in 1990 and is headquartered in London, the United Kingdom.

Fund coverage · 2 theses

  • Schafer Cullen International High Dividend
    June 2025

    National Grid is a regulated utility operator in the UK and US, poised for significant growth due to strong renewable energy initiatives, expected to drive a 6-8% earnings per share CAGR and consistent dividend growth through the end of the decade.

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  • Artisan Global Equity Strategy
    December 2024

    National Grid is a promising investment in the energy transition, showing strong performance and a solid strategy to meet rising electricity demand.

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