AE Wealth Management’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $880K | Buy |
10,614
+1,617
| +18% | +$137K | ﹤0.01% | 966 |
|
|
2026
Q1 | $761K | Sell |
8,997
-1,783
| -17% | -$154K | ﹤0.01% | 927 |
|
|
2025
Q4 | $834K | Buy |
10,780
+748
| +7% | +$56.3K | ﹤0.01% | 854 |
|
|
2025
Q3 | $719K | Buy |
10,032
+292
| +3% | +$20.5K | ﹤0.01% | 841 |
|
|
2025
Q2 | $715K | Buy |
9,740
+156
| +2% | +$10.7K | 0.01% | 813 |
|
|
2025
Q1 | $602K | Buy |
9,584
+975
| +11% | +$57.3K | 0.01% | 862 |
|
|
2024
Q4 | $490K | Buy |
8,609
+800
| +10% | +$48.1K | ﹤0.01% | 918 |
|
|
2024
Q3 | $513K | Sell |
7,809
-403
| -5% | -$24.7K | ﹤0.01% | 883 |
|
|
2024
Q2 | $440K | Sell |
8,212
-142
| -2% | -$8.56K | ﹤0.01% | 915 |
|
|
2024
Q1 | $537K | Sell |
8,354
-52,213
| -86% | -$3.3M | 0.01% | 800 |
|
|
2023
Q4 | $3.84M | Buy |
60,567
+32,855
| +119% | +$1.96M | 0.02% | 680 |
|
|
2023
Q3 | $1.58M | Sell |
27,712
-485
| -2% | -$29.3K | 0.01% | 926 |
|
|
2023
Q2 | $1.79M | Sell |
28,197
-27,995
| -50% | -$1.84M | 0.01% | 879 |
|
|
2023
Q1 | $3.6M | Buy |
56,192
+5,098
| +10% | +$305K | 0.02% | 604 |
|
|
2022
Q4 | $2.9M | Buy |
51,094
+6,214
| +14% | +$332K | 0.02% | 625 |
|
|
2022
Q3 | $2.14M | Buy |
44,880
+5,034
| +13% | +$303K | 0.02% | 673 |
|
|
2022
Q2 | $2.39M | Buy |
39,846
+897
| +2% | +$59.3K | 0.02% | 611 |
|
|
2022
Q1 | $2.69M | Buy |
38,949
+5,045
| +15% | +$334K | 0.02% | 622 |
|
|
2021
Q4 | $2.21M | Buy |
33,904
+1,073
| +3% | +$63K | 0.02% | 671 |
|
|
2021
Q3 | $1.73M | Buy |
32,831
+6,332
| +24% | +$363K | 0.01% | 688 |
|
|
2021
Q2 | $1.5M | Buy |
26,499
+10,467
| +65% | +$595K | 0.01% | 718 |
|
|
2021
Q1 | $840K | Sell |
16,032
-51
| -0.3% | -$2.66K | 0.01% | 832 |
|
|
2020
Q4 | $840K | Sell |
16,083
-3,477
| -18% | -$184K | 0.01% | 771 |
|
|
2020
Q3 | $1M | Sell |
19,560
-11,939
| -38% | -$600K | 0.01% | 634 |
|
|
2020
Q2 | $1.69M | Buy |
31,499
+178
| +0.6% | +$9.02K | 0.03% | 459 |
|
|
2020
Q1 | $1.61M | Buy |
31,321
+5,612
| +22% | +$310K | 0.04% | 358 |
|
|
2019
Q4 | $1.43M | Buy |
25,709
+5,714
| +29% | +$294K | 0.03% | 444 |
|
|
2019
Q3 | $957K | Sell |
19,995
-6,032
| -23% | -$279K | 0.03% | 459 |
|
|
2019
Q2 | $1.22M | Buy |
26,027
+11,515
| +79% | +$541K | 0.04% | 351 |
|
|
2019
Q1 | $717K | Sell |
14,512
-1,364
| -9% | -$66K | 0.05% | 271 |
|
|
2018
Q4 | $674K | Sell |
15,876
-19,927
| -56% | -$931K | 0.12% | 201 |
|
|
2018
Q3 | $1.64M | Buy |
35,803
+18,810
| +111% | +$895K | 0.09% | 157 |
|
|
2018
Q2 | $839K | Buy |
16,993
+1,639
| +11% | +$82.8K | 0.06% | 188 |
|
|
2018
Q1 | $766K | Sell |
15,354
-255
| -2% | -$12.4K | 0.06% | 203 |
|
|
2017
Q4 | $812K | Buy |
15,609
+44
| +0.3% | +$2.35K | 0.07% | 187 |
|
|
2017
Q3 | $863K | Sell |
15,565
-3,063
| -16% | -$171K | 0.08% | 169 |
|
|
2017
Q2 | $1.03M | Buy |
18,628
+793
| +4% | +$48.4K | 0.12% | 143 |
|
|
2017
Q1 | $1.09M | Buy |
17,835
+5,341
| +43% | +$308K | 0.2% | 93 |
|
|
2016
Q4 | $703K | Buy |
+12,494
| New | +$740K | 0.28% | 94 |
|
Other funds holding NGG
AE Wealth Management's NGG Position: Q2 2026 in Review
AE Wealth Management increased its National Grid (NGG) stake by 18% in Q2 2026, buying an estimated $137K and bringing the position to 10,614 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #966.
AE Wealth Management first reported a position in NGG in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.84M in Q4 2023. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.
- AE Wealth Management held 10,614 shares of National Grid worth $880K as of Q2 2026.
- AE Wealth Management bought 1,617 National Grid shares in Q2 2026, an estimated $137K.
- National Grid made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #966 holding.
- AE Wealth Management first reported a position in National Grid in Q4 2016 and has held it in 39 quarters since.
- AE Wealth Management's National Grid position peaked at $3.84M in Q4 2023.
- 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.