Action Point Financial Planning’s National Grid NGG Stock Holding History

Action Point Financial Planning’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	$6.21K	Buy	+77	New	+$6.55K	﹤0.01%	1700

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

Action Point Financial Planning's NGG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in National Grid (NGG) in Q2 2026: 77 shares worth $6.21K. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings.

613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Action Point Financial Planning held 77 shares of National Grid worth $6.21K as of Q2 2026.
National Grid was a new Action Point Financial Planning position in Q2 2026.
National Grid made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1700 holding.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.