Acumen Wealth Advisors’s National Grid NGG Stock Holding History

Acumen 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	$4.06K	Hold	49	–	–	﹤0.01%	421
2026 Q1	$4.15K	Hold	49	–	–	﹤0.01%	396
2025 Q4	$3.79K	Buy	+49	New	+$3.69K	﹤0.01%	401

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

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

Acumen Wealth Advisors held its National Grid (NGG) position steady in Q2 2026 at 49 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Acumen Wealth Advisors first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.15K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Acumen Wealth Advisors held 49 shares of National Grid worth $4.06K as of Q2 2026.
Acumen Wealth Advisors left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #421 holding.
Acumen Wealth Advisors first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
Acumen Wealth Advisors's National Grid position peaked at $4.15K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.