Aaron Wealth Advisors’s National Grid NGG Stock Holding History

Aaron 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	$1.07M	Sell	12,914 -1,658	-11%	-$141K	0.05%	229
2026 Q1	$1.23M	Buy	14,572 +5,867	+67%	+$505K	0.07%	190
2025 Q4	$673K	Buy	8,705 +1,861	+27%	+$140K	0.04%	353
2025 Q3	$490K	Sell	6,844 -185	-3%	-$13K	0.03%	414
2025 Q2	$516K	Buy	7,029 +598	+9%	+$41.1K	0.05%	224
2025 Q1	$404K	Buy	6,431 +332	+5%	+$19.5K	0.05%	262
2024 Q4	$347K	Buy	6,099 +410	+7%	+$24.7K	0.04%	285
2024 Q3	$374K	Buy	+5,689	New	+$349K	0.04%	249
2024 Q2	–	Sell	-6,744	Closed	-$434K	–	337
2024 Q1	$434K	Buy	6,744 +2,576	+62%	+$163K	0.06%	171
2023 Q4	$267K	Buy	4,168 +134	+3%	+$8K	0.04%	202
2023 Q3	$230K	Buy	+4,034	New	+$244K	0.03%	228
2022 Q2	–	Sell	-1,101	Closed	-$76.1K	–	613
2022 Q1	$76.1K	Buy	+1,101	New	+$73K	0.02%	327

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its National Grid (NGG) stake by 11% in Q2 2026, selling an estimated $141K and leaving 12,914 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #229.

Aaron Wealth Advisors first reported a position in NGG in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Aaron Wealth Advisors held 12,914 shares of National Grid worth $1.07M as of Q2 2026.
Aaron Wealth Advisors sold 1,658 National Grid shares in Q2 2026, an estimated $141K.
National Grid made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Aaron Wealth Advisors first reported a position in National Grid in Q1 2022 and has held it in 12 quarters since.
Aaron Wealth Advisors's National Grid position peaked at $1.23M in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.