Superior Planning, LLC’s National Grid NGG Stock Holding History

Superior Planning, LLC’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 Q3	$28.5K	Buy	+376	New	+$30K	0.01%	562

Other funds holding NGG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Superior Planning, LLC's NGG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in National Grid (NGG) in Q3 2026: 376 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings.

433 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

Superior Planning, LLC held 376 shares of National Grid worth $28.5K as of Q3 2026.
National Grid was a new Superior Planning, LLC position in Q3 2026.
National Grid made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #562 holding.
433 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.