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180 Wealth Advisors’s National Grid NGG Stock Holding History

180 Wealth Advisors’s Portfolio NGG Stock Details NGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Sell
3,403
-252
-7% -$21.4K 0.03% 394
2026
Q1 		$309K Sell
3,655
-50
-1% -$4.31K 0.04% 355
2025
Q4 		$287K Sell
3,705
-394
-10% -$29.6K 0.03% 377
2025
Q3 		$294K Buy
4,099
+161
+4% +$11.3K 0.04% 366
2025
Q2 		$289K Sell
3,938
-397
-9% -$27.3K 0.04% 343
2025
Q1 		$272K Sell
4,335
-595
-12% -$35K 0.04% 336
2024
Q4 		$281K Sell
4,930
-190
-4% -$11.4K 0.04% 331
2024
Q3 		$336K Sell
5,120
-399
-7% -$24.5K 0.05% 313
2024
Q2 		$327K Buy
5,519
+66
+1% +$3.98K 0.05% 301
2024
Q1 		$351K Buy
5,453
+44
+0.8% +$2.78K 0.06% 265
2023
Q4 		$346K Sell
5,409
-283
-5% -$16.9K 0.07% 252
2023
Q3 		$325K Buy
5,692
+413
+8% +$25K 0.07% 249
2023
Q2 		$336K Buy
5,279
+10
+0.2% +$656 0.07% 237
2023
Q1 		$338K Sell
5,269
-10
-0.2% -$599 0.08% 240
2022
Q4 		$320K Sell
5,279
-357
-6% -$19.1K 0.08% 251
2022
Q3 		$269K Buy
5,636
+1,409
+33% +$84.8K 0.07% 264
2022
Q2 		$258K Buy
4,227
+784
+23% +$51.9K 0.07% 291
2022
Q1 		$237K Buy
3,443
+105
+3% +$6.96K 0.05% 319
2021
Q4 		$221K Buy
+3,338
New +$196K 0.05% 334
2020
Q4 		– Sell
-5,730
Closed -$307K – 318
2020
Q3 		$307K Buy
5,730
+248
+5% +$12.5K 0.12% 178
2020
Q2 		$272K Sell
5,482
-161
-3% -$8.16K 0.11% 190
2020
Q1 		$271K Sell
5,643
-217
-4% -$12K 0.14% 165
2019
Q4 		$323K Sell
5,860
-130
-2% -$6.68K 0.13% 190
2019
Q3 		$295K Sell
5,990
-28
-0.5% -$1.29K 0.13% 194
2019
Q2 		$277K Buy
6,018
+70
+1% +$3.29K 0.12% 191
2019
Q1 		$286K Buy
+5,948
New +$288K 0.13% 198

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

180 Wealth Advisors's NGG Position: Q2 2026 in Review

180 Wealth Advisors reduced its National Grid (NGG) stake by 6.9% in Q2 2026, selling an estimated $21.4K and leaving 3,403 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #394.

180 Wealth Advisors first reported a position in NGG in Q1 2019 and has held it in 26 quarters since. The position peaked at $351K in Q1 2024. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • 180 Wealth Advisors held 3,403 shares of National Grid worth $282K as of Q2 2026.
  • 180 Wealth Advisors sold 252 National Grid shares in Q2 2026, an estimated $21.4K.
  • National Grid made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #394 holding.
  • 180 Wealth Advisors first reported a position in National Grid in Q1 2019 and has held it in 26 quarters since.
  • 180 Wealth Advisors's National Grid position peaked at $351K in Q1 2024.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.