Activest Wealth Management’s National Grid NGG Stock Holding History

Activest Wealth Management’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	$10.7K	Hold	130	–	–	﹤0.01%	565
2026 Q1	$11K	Buy	130 +2	+2%	+$172	﹤0.01%	661
2025 Q4	$9.88K	Sell	128 -2	-2%	-$150	﹤0.01%	668
2025 Q3	$9.29K	Buy	130 +4	+3%	+$281	﹤0.01%	520
2025 Q2	$9.24K	Sell	126 -3	-2%	-$206	﹤0.01%	443
2025 Q1	$8.14K	Hold	129	–	–	﹤0.01%	439
2024 Q4	$7.38K	Sell	129 -3	-2%	-$181	﹤0.01%	347
2024 Q3	$8.65K	Buy	132 +12	+10%	+$735	﹤0.01%	333
2024 Q2	$6.39K	Hold	120	–	–	﹤0.01%	327
2024 Q1	$7.68K	Hold	120	–	–	﹤0.01%	235
2023 Q4	$7.65K	Hold	120	–	–	﹤0.01%	210
2023 Q3	$6.82K	Hold	120	–	–	﹤0.01%	207
2023 Q2	$7.06K	Hold	120	–	–	﹤0.01%	201
2023 Q1	$7.58K	Buy	+120	New	+$7.19K	﹤0.01%	181
2022 Q3	–	Sell	-115	Closed	-$7K	–	564
2022 Q2	$7K	Sell	115 -4	-3%	-$265	﹤0.01%	233
2022 Q1	$8K	Buy	119 +1	+0.8%	+$66	0.01%	227
2021 Q4	$8K	Sell	118 -2	-2%	-$117	﹤0.01%	225
2021 Q3	$6K	Buy	120 +5	+4%	+$287	﹤0.01%	271
2021 Q2	$7K	Hold	115	–	–	0.01%	234
2021 Q1	$6K	Buy	+115	New	+$6K	﹤0.01%	227

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

Activest Wealth Management's NGG Position: Q2 2026 in Review

Activest Wealth Management held its National Grid (NGG) position steady in Q2 2026 at 130 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Activest Wealth Management first reported a position in NGG in Q1 2021 and has held it in 20 quarters since. The position peaked at $11K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Activest Wealth Management held 130 shares of National Grid worth $10.7K as of Q2 2026.
Activest Wealth Management left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #565 holding.
Activest Wealth Management first reported a position in National Grid in Q1 2021 and has held it in 20 quarters since.
Activest Wealth Management's National Grid position peaked at $11K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

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